Nick Beal – Managing Director
APFS Chartered Financial Planner
Nick has nearly 30 years’ experience of working in the financial services industry and joined David Williams IFA in 2000. He was involved in the business during his final years of playing professional rugby for Northampton Saints and remains connected to the club as a board member.
Nick is a Chartered Financial Planner and uses his high level of technical knowledge, combined with the drive and determination needed to succeed in professional sport, to provide a high level of service to clients.
His skills have contributed significantly to the growth of the business. As managing director, he is responsible for the day-to-day running and long term development of David Williams IFA.
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David Sparrow – Chairman
ACII APFS Chartered Financial Planner
David joined the business in 1987 and has played a leading role over the years in developing David Williams IFA into one of the UK’s leading independent financial planning practices.
He is now a non-executive Director and Company Chairman. His areas of involvement include governance and strategic planning and with over 40 years in the industry, he endeavours to use his considerable experience to support the firm’s other Directors.
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Stephen Womack – Director
APFS Chartered Financial Planner
Stephen joined David Williams IFA in 2013 after a 20-year career as an award-winning financial journalist, latterly helping readers through his columns in the Mail on Sunday newspaper. A Chartered Financial Planner, Stephen is using his unique experience and wide industry knowledge to guide clients in all areas of financial planning. He chairs the David Williams IFA Investment Committee and is the firm’s Compliance Officer.
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Sue Nicholas – Director of Operations
Cert PFS
Sue has been with David Williams IFA since 2009, working in a variety of support, administration and managerial roles. Having most recently been Office Manager, Sue took up her current position at the start of 2020. She manages the office, oversees all non-advisory staff and has responsibility for our day-to-day relationships with key providers and suppliers.
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Daniel Slack – Associate Director
APFS – Chartered Financial Planner
Daniel joined David Williams IFA in 2006 and has over 18 years’ experience of financial services. He is a Chartered Financial Planner and Associate Director. Daniel uses his technical knowledge and experience to provide a high level of service to his clients. He also is a member of the firm’s compliance committee.
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Mark Sparrow – Associate Director
APFS – Chartered Financial Planner
Mark is a Chartered Financial Planner and Associate Director at David Williams IFA with over a decade of experience in the industry. Mark has a great deal of experience helping business owners grow their wealth, plan tax efficiently and successfully exit their businesses. Mark is also very involved in the day to day running of the firm, sits on our investment committee and heads up our Structured Product team.
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Rachel Coowar – Associate Director
APFS – Chartered Financial Planner
Rachel joined David Williams IFA in 2017, having previously been a financial planner for a London-based firm. Rachel is a Chartered Financial Planner and Associate Director. She is also a Certified Financial Planner and holds the STEP certificate for financial services. Rachel has a lot of experience working alongside wealthy individuals with complex planning needs and is a member of the firm’s investment committee.
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John Freeman – Associate Director
Adv DipFA – Chartered ALIBF
John joined David Williams IFA in 2018, having previously been a senior advisor with a business in Leicestershire. He is an Associate Director, a member of the firm’s investment committee and advises clients on all aspects of financial planning. John has particular experience in working hand-in-hand with accountancy businesses to jointly advise clients.
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