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About Us

Find a Little More About Us

Over 50 years combined Experience In the Industry

We believe in making sure that any financial planning that you require is done so with your current & future needs in mind, that’s where our 50 years of experience in the industry shines through.

John Davies has been working financial services for over 40 years and is recommended by his clients 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 with their combined knowledge it means you can expect a service that is honest and professional.

John and his team have a wide ranging portfolio of clients, 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. 

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

Meet The Team

John Davies

Principal Financial Advisor

John has accumulated over 40 years of outstanding financial planning & advice, and this has built John Davies Financial Consultancy into the business it is today. There’s little doubt that John has shaped his practice into one of the UK’s most discreet and individual organisations.

Adam Dawe

Financial Advisor

Adam’s an experienced and qualified financial planner with a background including positions with major high street banks and AXA Wealth. Adam really understands people and his role is to align financial matters with his client ambitions. Adam sees himself as their guide and is qualified to do so with a level 4 diploma for financial advice.

Emma Whiteley

Client Relationship Consultant

Emma is an experienced administrator and has worked for John since 2018. Her role includes preparing clients suitability reports and valuations.  She is a keen sports enthusiast and appreciates the outdoors. She lives with her husband and two daughters and enjoys eating out and going on holiday.

John Davies Financial Consultancy are proud of the service we provide

Jonathan Hall - Partner GA solicitors

“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

David Wallis - Managing Partner GA solicitors

“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

Eric & Ursula 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

Michelle Grove - Partner GA solicitors

“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

Mukesh Patel - Consultant Dermatologist

“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

John Best - Best Accountancy

“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

Karen 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

David Smith - Director Acronyms

“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.”

We’re Here to Help

Knowing what’s best for you, your family or your business can be difficult, so please get in touch and we’ll help guide you through.