INVESTMENTS

& SAVINGS

PENSION

ADVICE

BUSINESS

RELATED

PERSONAL

INSURANCE

TRUST

ADVICE

ANNUITY OR

DRAWNDOWN

INHERITANCE

TAX

MORTGAGES

About Us

John Davies has been in financial services for over 40 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 - Principal Financial Adviser

John has accumulated over 40 years of outstanding financial planning and advice and this has built John Davives Financial Consultancy 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 - Financial Adviser

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 7 year old and 2 year old sons, he's a passionate sportsman and golfer, DIYer and offers the patience you need and skills you can trust.

 

 

 

 

Partners:  John Davies and John Davies Financial Consultancy Limited

The Financial Conduct Authority do not regulate trusts and inheritanance tax planning

 
John Davies Financial Consultancy is an appointed representative of Quilter Financial Ltd which is authorised and regulated by the Financial Conduct Authority and entered on the FCA register (https://register.fca.org.uk) under reference 215410.
 
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 Quilter  Financial Ltd 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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Between the Lines Week 25