Alison Davies
Chartered Financial Planner at David Williams Ifa Chartered Financial Planners
Based in Northampton, United Kingdom
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Seniority
Manager
Department
Finance & Accounting
Location
Northampton
Industry
Financial Services
Company size
51
Contact information
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a•••••••@dwifa.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Alison Davies
I am an independent Chartered Financial Planner and pride myself in providing my clients with high quality, professional and personal financial advice. I particularly enjoy advising high net worth clients through the financial matters associated with divorce, helping them navigate the often complex matter of dividing assets, including the sharing of pensions. I am also passionate about making financial advice more accessible to women. David Williams IFA Ltd are one of the leading financial planning businesses in the East Midlands with over 20 registered advisers and more than £1.2 billion in assets under advice and we advise over 2,500 clients across the UK. Our growth has been almost entirely through loyal and satisfied clients recommending us to their families, friends and colleagues. As an independent firm we can offer clients a truly ‘whole of market’ approach. This means that we are able to match the best financial solution to the best products available and through our scale can negotiate discounts for clients that would otherwise be unavailable. Achieving the best possible outcomes for clients is at the heart of everything we do. As Chartered Financial Planners, we are committed to maintaining the highest levels of technical competence and professional integrity with a customer-first approach and values that align with the highest ethical standards.
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