David Williams IFA Chartered Financial Planners
Financial Services • 
Northampton, England, United Kingdom • 21-50 Employees
Company overview
| Headquarters | 5 Waterside Way, Northampton, England NN4 7XD, GB |
| Phone number | +444638076 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Tax Planning, Pensions, Protection |
| Employees | 21-50 |
| Socials |
Key Contacts at David Williams IFA Chartered Financial Planners
Mark Sparrow
Associate Director
Rachel Coowar
Associate Director
Stephen Womack
Chartered Financial Planner And Director
Phillip Cox
Director
Sue Nicholas
Director Of Operations
David Williams IFA Chartered Financial Planners Email Formats
David Williams IFA Chartered Financial Planners uses 2 email formats. The most common is {first name} (e.g., john@dwifa.co.uk), used 96.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@dwifa.co.uk | 96.2% |
{first initial} | j@dwifa.co.uk | 3.8% |
About David Williams IFA Chartered Financial Planners
David Williams IFA is an independent firm of Chartered Financial Planners who look beyond the obvious to deliver first class results and service for our clients. We offer a holistic approach to financial and tax planning. We help clients with their investment, pension and protection needs through their working life and concentrate on maximising their income in retirement. We make extensive use of trusts in tax and inheritance planning and are open-minded in our approach to investment, using a wide range of funds and other structures to moderate risk while delivering solid returns. As a firm of Chartered Financial Planners, we voluntarily subscribe to the enhanced ethical and professional standards set out by the Chartered Insurance Institute. This represents the 'gold standard' for financial advice in the UK. We serve a wide range of clients including charities and companies. Corporate services include group protection and benefits arrangements and arranging company pensions. David Williams IFA operates a specialist mortgage business, arranging competitive loans for both residential and investment properties. David Williams IFA is based in Northampton primarily serving clients around the East Midlands and in London.
David Williams IFA Chartered Financial Planners revenue & valuation
| Annual revenue | $7,500,000 |
| Revenue per employee | $160,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $24,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
David Williams IFA Chartered Financial Planners has 28 employees across 4 departments.
Departments
Number of employees
Funding Data
David Williams IFA Chartered Financial Planners has never raised funding before.
David Williams IFA Chartered Financial Planners Tech Stack
Discover the technologies and tools that power David Williams IFA Chartered Financial Planners's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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