David Williams IFA has local roots and a national presence. We are based in Northampton, with a majority of our clients in the East Midlands and Home Counties. However, we have a national reputation, working for individuals and companies across Britain and with a rapidly-growing client base in London.
The firm is quoted regularly in the financial press. The business has been serving clients for more than 40 years, in some cases working with four generations of the same family. Every firm of financial planners is different. We know that clients and potential clients want to fully understand our approach to advice, our fee structure and our investment strategies.
The firm is quoted regularly in the financial press. The business has been serving clients for more than 40 years, in some cases working with four generations of the same family. Every firm of financial planners is different. We know that clients and potential clients want to fully understand our approach to advice, our fee structure and our investment strategies.
Services
Our Chartered Status
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When you are working with a professional adviser, it is reassuring to know that you are dealing with someone who is working to the highest standards. David Williams IFA is accredited as a firm of Chartered Financial Planners by the Chartered Insurance Institute. The Chartered Accreditation is the benchmark for quality financial advisory firms who choose to adopt superior standards of corporate practice and ethics.
Our Fees
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As professional advisers, we have to be paid for the work that we do on behalf of clients. Typically, the benefits for you in terms of income and growth produced, or the tax saved, far outweigh the fees charged. All fees are discussed with clients in advance and are set out in cash terms. If is often possible for the fee to be paid by deduction from funds invested - and in the case of pensions from untaxed income.
Charity and community
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David Williams IFA, our staff and our clients are all part of a wider community. As a long-established business within Northampton, we recognise the importance of supporting local causes with both time and resources. We are long-standing supporters of the SportsAid charity which helps provide funding to young athletes across Britain to help in their goal of being future Olympic, Paralympic and Commonwealth champions.
Our People
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People are at the heart of our business. The quality service that David Williams IFA takes pride in delivering comes from recruiting, developing and retaining some very special people. We value our staff and encourage them to develop and extend themselves, both professionally and personally. Several of our financial planners have been 'grown in house', progressing and developing through the business.
Financial Protection
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We all want to feel secure in life. Financial protection against the impact of an accident, illness or an untimely death should be your first priority. David Williams IFA Chartered Financial Planners is committed to ensuring that your family's independence is protected and that your business is securely underpinned.
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