Pulling together for our clients
We all know that clients will often receive the best possible service when their professional advisers are working closely together.
David Williams IFA has an established track record in developing long term relationships with like-minded advisory firms including solicitors, accountants, court deputies and trustees. These strategic partnerships are based on mutual respect and the desire to give clients an integrated solution to their financial and legal requirements.
We regularly refer and introduce clients to selected and skilled practitioners in other disciplines.
Similarly, your clients will appreciate an introduction to a firm of Chartered Financial Planners who are as committed as you are to providing the highest levels of customer service.
Find out more about our professional connections: