David Williams IFA
David Williams IFA is a Chartered Financial Planning firm that provides financial planning and wealth management services. They serve both private and corporate clients, offering advice to meet individual financial goals.
- Mortgage Advice
- Wealth Management
- Retirement Planning
- Financial Protection
- Investment Management
- Tax Planning and Trusts
- Corporate Financial Planning
Locations
Competitors
Insight Wealth is Northamptonshire’s only Top Rated firm of independent financial advisers, dedicated to providing tailored financial advice.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
David Williams IFA is operated by David Williams I F A Limited and is a Active company incorporated on 15 January 2003 with the registered office located in Northampton, Northamptonshire. David Williams I F A Limited was registered 22 years ago.
Status
Active
Size
Medium
Directors
5
Age
22 years old
Employees
64
Turnover
£8.36M
Total Assets
£9.21M
Cash in Bank
£5.99M
Total Liabilities
-£1.62M
Teams
40
17
14
13
5
4
2
Director • Joined Mar 2002
Associate Director • Joined May 2020
Associate Director • Joined Mar 2010
Director Of Operations • Joined Jun 2009
Chartered Financial Planner And Director • Joined Aug 2013
Administrator • Joined Nov 2021
Consultant • Joined Nov 2015
Technical Administrator • Joined Feb 2016
Technical Administrator • Joined Jul 2023
Mortgage Administrator • Joined May 2016
Chartered Financial Planner And Director • Joined Aug 2013
Mortgage Administrator • Joined May 2016
Independent Financial Advisor • Joined May 2020
Financial Advisor • Joined Jan 2019
Independent Financial Advisor • Joined Apr 2007
Financial Planner • Joined May 2024
Financial Planner • Joined Nov 2021
Financial Advisor • Joined Dec 2018
Chartered Financial Planner • Joined Jun 2006
Chartered Financial Planner • Joined Dec 2019
Technical Administrator • Joined Feb 2016
Technical Administrator • Joined Jul 2023
Technical Assistant
Technical Assistant • Joined Jul 2022
Technical Assistant • Joined Sep 2020
Technical Assistant • Joined Aug 2024
Technical Assistant • Joined Sep 2018
Technical Assistant • Joined Sep 2022
Technical Assistant • Joined Dec 2014
Technical Assistant • Joined May 2023
Director • Joined Mar 2002
Director Of Operations • Joined Jun 2009
Technical Assistant
Technical Assistant • Joined Jul 2022
Technical Assistant • Joined Sep 2020
Technical Assistant • Joined Aug 2024
Technical Assistant • Joined Sep 2018
Technical Assistant • Joined Sep 2022
Technical Assistant • Joined Dec 2014
Technical Assistant • Joined May 2023
Administrator • Joined Nov 2021
Technical Administrator • Joined Feb 2016
Technical Administrator • Joined Jul 2023
Mortgage Administrator • Joined May 2016
Receptionist • Joined Jan 2020
Director • Joined Mar 2002
Associate Director • Joined May 2020
Associate Director • Joined Mar 2010
Director Of Operations • Joined Jun 2009
Consultant • Joined Nov 2015
Business Protection Specialist • Joined Sep 2017
View 40 members