“Reassuring we have advice and support from a firm that understands the markets and ensures that action is taken at the right time”

Michael Pinhorn - Telecommunications Consultant and Saleha Pinhorn (Languages) (Berkshire) (2009)

About Us

Jonathan Davis Wealth Management, Chartered Financial Planners, offers clients a complete financial advice service by utilising the most up-to-date methods and strategies available and by partnering with other forward-thinking and expert professionals where clients have needs outside of our own specialisms. 

After meeting to discover about you and to tell you what you want to know about us, we will write with service proposals and the costs.  Then you decide if you wish to instruct us.  After you instruct us to act for you and we have completed our work, we will charge the previously agreed fee.  You never need to wonder if we are motivated by anything other than seeking to deliver to you the finest wealth advice and service possible.

We are confident that the service we provide is second-to-none in terms of quality of advice, efficiency and empathy in how we deliver it.

The founder and Managing Director is Jonathan Davis BA MBA FCII FPFS a former Chairman (2 years) of the London Region of The Institute of Financial Planning.

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society (a division of the Chartered Institute of Insurance) – the primary educational body for financial planners in the UK.

I have built up a wealth of experience in financial planning matters since 1987.
The service we provide, I started in 2003 and I established this firm in January 2007. 

I am often asked to comment on financial issues in the media.  Appearances include BBC1 10 O'clock News, Panorama, Financial Times, ITV1 Tonight with Sir Trevor McDonald, Channel 4 News, Sky News, BBC Radio 2, Radio 4, Sunday Times etc (see Jonathan Davis in the Media).

We are a small firm.  Currently, we advise around 45 family clients: 

• Jonathan Davis: Managing Director
• Mark Pocock CertPFS: Client Service Manager (c 20 years)
• Brendan Bensley BA FPFS: Chartered Financial Planner, Senior Paraplanner (c 10 years)
• Sue Davis BA PGCE: Director and Projects Manager (p/t)

We look after c £30m of client funds.  Our clients are all over the UK and indeed over 3 continents.

We welcome only small numbers of new clients each year.  We work closely with clients on an ongoing basis and in the long term.  We seek to look after 100 clients, so do give us a call on 0345 862 2919 or email us.  New clients will have at least £0.5m of financial assets.

We are impartial and independent financial advisers.

We pride ourselves in taking the time to understand your needs.

We have empathy and integrity and we care.  We are also straightforward and clear.