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 2013 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 advisers.
Samantha Davies
Financial Advisor
Samantha’s passion lies in providing measurable value to all her clients. You will gain a trusted partner dedicated to your financial success; offering personalised strategies to grow your wealth, manage risk and achieve your financial goals. Whether you’re planning for retirement, saving for education, looking to invest wisely or wanting to make sure that you, your family and your business are safeguarded against many of the scenarios that can be financially devastating if appropriate protection has not been put in place; Samantha will offer expert, jargon-free advice tailored to your goals and budget
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.”
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.
