Chartered success for David Williams IFA adviser

SEPTEMBER 2024

We are delighted to annouce that Ben Barwell has become the latest adviser at David Williams IFA to achive Chartered status.

Ben has passed the final exams to gain his Advanced Diploma (APFS) from the Chartered Insurance Institute. This, combined with his five years of industry experience, means he is now entitled to be called a Chartered Financial Planner, joining the top-tier of the most qualified advisers. The APFS requires several years of study and, as a level 6 qualification,  is equivilent in status to a full university degree.

Ben’s success means that David Williams IFA now has 15 Chartered advisers working in the business. We are also a CII Chartered Firm, with an ongoing committment to study and personal development beyond the basic requirements set by financial regulation.