“It took us three years to find someone to manage our wealth, and we can now sleep at night! ”

Darren and Ruth Johnston (Semi-retired entrepreneurs) (N Wales) (2011)

Welcome to
Jonathan Davis Wealth Management

Chartered Financial Planners

Contact Jonathan Davis on 0345 862 2919 or email him to see how we can help you.  We offer you 2 hours of our time, without any obligation whatsoever, and we will review your arrangements and tell you what you need to do to improve or maybe to secure your position.

Click here to see why you need to contact us to have us as your financial and investment advisers.

Click here to read how we helped real families, like you.


We advise you based on what we would do, were we in your shoes, given what we know.  You seek a long term adviser.  We want to work with you over the long term.  It is our principal aim that you do exceptionally well out of instructing us.

Look in Booms and Busts Reports for how we approached wealth management over recent months and years, and advised our clients, who are far far better off than if they had not approached us.

Take a walk through the site.  Then decide if you feel you ought to speak to us without any obligation whatsoever.  Truly, we can help you to achieve your goals.  We do this for clients every day.  Click here to read what wonderful things our clients say about us. 

You need an expert to manage your finances. 

Call Jonathan Davis on 0345 862 2919 or email him to get started.  It costs nothing to contact us.

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Jonathan Davis Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority No 458630