Expert Financial Planning Consultants
Financial Planning for The Life You Want to Lead
Each of us will need different advice and this means that where funds are invested will need to be considered according to your specific needs, objectives and importantly, your attitude to risk. Whatever you need, we’re here to help.
The value of investments can fall as well as rise. You may get back less than you invested.
The Personal Approach
John Davies has been in financial services for over 40 years and combined with his team, John Davies Financial Consultancy are highly recommended by clients for their personal approach, attentive service and providing tailor made solutions.
John Davies Financial Consultancy are proud of the service we provide
J Hall
“John Davies has been a trusted financial advisor for me in my capacities as a Trustee and personally, and to my clients for quite some time. He and his colleagues at John Davies Financial Consultancy are always proactive and insightful, efficient and prompt.
I have no hesitation in recommending him and his team.”
John Davies Financial Consultancy are proud of the service we provide
D Wallis
“John has provided invaluable trusted investment advice to me since working with him. His approach is direct and honest always with the client’s best interests at the fore. He is the go to person for all my pension and investment needs.”
John Davies Financial Consultancy are proud of the service we provide
Mr & Mrs Harvey
“We have known John & his team since 2019 and in that time he has given us friendly & helpful support to maximise our investment portfolio.”
John Davies Financial Consultancy are proud of the service we provide
M Grove
“John and his team have been superb in managing my investments. Great attention to detail and a wealth of knowledge. I have no hesitation in recommending JDFC”
John Davies Financial Consultancy are proud of the service we provide
M Patel
“Passion, depth of knowledge, extremely professional and genuine interest in achieving the best for clients is what makes John Davies a truly professional Financial Adviser. As a long standing – over 30 years, client of John we would like to express our satisfaction and support. John you are an honest gentleman, abreast of current issues, products and service suitable for us. I feel my financial future is in competent, proactive and above all an honest set of hands. I want to let you know because of your time, effort, kindness and thoughtfulness we are now in a position where load has been lifted and now retired. We gladly recommend your services whenever possible.“
John Davies Financial Consultancy are proud of the service we provide
J Best
“John and his team have looked after not only myself and my families financial needs and offered their expert advice for many years now, but they also take care of many of my clients affairs and I have no hesitation in recommending them as they provide expert advice and carry out any instructions quickly and efficiently.”
John Davies Financial Consultancy are proud of the service we provide
K Brock
“We have been clients of John Davies Financial Consultancy for many years, setting up policies long ago. Our “just in case arrangements” were put to the test when my husband died. Dealing with the aftermath of my husband’s death left me in shock and I was grateful for John’s professionalism. We had met John many times over the years and it was important to know that I was dealing with someone that I already knew, but also who had known my husband. It was reassuring during a terrible time in my life to be treated as a person rather than a case number. We have always received the highest standard of service with a personal approach.”
John Davies Financial Consultancy are proud of the service we provide
D Smith
“Before working with John and his team we didn’t have anything setup that was effective to cover the financial requirements for the team. I wanted to have a partner who was accessible and was able to discuss aspects of what was being offered without having to go through a call centre. I wanted the personal touch. John and his team have been there with us as we have grown and have been able to adapt our packages to what we wanted and needed.”
Our Tailored Services
All Our Services Are Tailored to Your Specific Needs
Our News
Find Out What’s Happening Here at JD Financial & In Our Industry
Soaring house prices mean more dragged into IHT net
The real test for auto-enrolment will be the cost of living crisis
Welcome To Our New Website!
Our News
Find Out What’s Happening Here at John Davies Financial Consultancy & In Our Industry
Soaring house prices mean more dragged into IHT net
The latest IHT statistics, comment from Rosie Hooper, chartered financial planner at Quilter: “Today’s HMRC figures show inheritance tax receipts continue to provide a growing source of
The real test for auto-enrolment will be the cost of living crisis
ONS workplace pension participation statistics, comment from Jon Greer, head of retirement policy at Quilter. “ONS data released this morning shows that workplace pension participation in
Welcome To Our New Website!
We’ve been working hard over the first months of 2022 to bring to you the brand new John Davies Financial Consultancy website. Our industry is
We’re Here to Help
Knowing what’s right for you, your family or your business can be difficult, so please get in touch and we’ll help guide you through.
