Our Chartered Status
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.
By choosing a firm of Chartered Financial Planners you are giving yourself a head start. Chartered status is the industry’s ‘gold standard’ for advice. It is met by only a small minority of registered advice firms, placing David Williams IFA in an elite group of practices throughout the country.
The Chartered Accreditation is the benchmark for quality financial advisory firms who choose to adopt superior standards of corporate practice and ethics. It is only awarded to businesses dedicated to developing and maintaining the knowledge and capability of their staff to ensure that they deliver the highest quality advice to their clients.
Chartered firms must also be able to demonstrate their commitment to following a clear code of ethical practice which centres on placing clients’ best interests at the heart of all advice given.