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About Us

John Davies has been advising his clients for over 38 years and is recommended by them as someone who knows how to plan on their behalf. You can expect a discreet service and advice that is right for you, your business and your life.

John is supported by Adam Dawe who joined the practice in 2012 and their combined knowledge means you can expect a service that is honest and professional.

John and his wider team will need to find out what's important to you and they will provide the advice you need and structured financial planning for your peace of mind. Life assurance, pension and investments - whatever you need, we can help.

 

JOHN DAVIES

John has accumulated over 37 years of outstanding financial planning and advice and this has built JDFC into the business it is today. His clients describe him as the area's best kept secret and there's little doubt he has shaped his practice into one of the UK's most discreet and individual organisations.

John and his team's wide ranging clients include everyone from teachers to highly successful entrepreneurs. Whatever you do, or you may have retired, John and Adam will tailor their advice to fit to your circumstance and your needs. 

 

ADAM DAWE

Adam's an experienced and qualified financial planner with a background including positions with major high street banks and AXA Wealth.

He really understands people and his role is to align financial matters with client ambitions, but always to make sure adequate protection is in place. He's sees himself as their guide and is qualified to do so with a level 4 diploma for financial advice. Married with a 5 year old son, he's a passionate sportsman and golfer, DIYer and offers the patience you need and skills you can trust.

 See what our clients have to say click here

Partners:  John Davies and JDFC Limited
 
John Davies Financial Consultancy is an appointed representative of CAERUS Financial Limited which is authorised and regulated by the Financial Conduct Authority and entered on the FCA register (https://register.fca.org.uk) under reference 497604.
 
To view our Internet Privacy Notice click here.

 

WHEN IS THE BEST TIME TO MAKE A PLAN?

It's rarely too late to make plans and as part of the Caerus we can now offer even more competitive and apprpriate financial products. Contact John and Adam and we can help you - our clients come from all walks of life, some wealthy, others are ambitious, some just need our occasional help but we offer practicality, confidentiality and honesty.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Further consumer information is available from the Financial Conduct Authority via the following link - click here

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