Our Tailored Services
Find Out More About the Financial Services We Offer
It’s rarely too late to make plans and as part of the Quilter Financial Planning Network we can now offer even more competitive and appropriate financial products to suit your needs.
Our clients come from all walks of life, some wealthy, others are ambitious and some just need our occasional help, but no matter who you are we’ll work with honesty & integrity and only recommend services that are applicable to your specific set of requirements.
All Our Services Are Tailored to Your Specific Needs
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.
