Jonathan Davis Wealth Management 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.  We aim to be the highest qualified financial advisers you can find.

Jonathan Davis Wealth Management is a fees-based financial planning practice (as opposed to vast commissions) – 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 financial planning 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.

Jonathan Davis BA MBA FCII AIFP FPFS, the founder and Managing Director, is a former Chairman (2 years) of the London Region of The Institute of Financial Planning - the primary professional body for financial planners in the UK.

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

He has built up a wealth of experience in financial planning matters since 1987.
The service we provide started in 2003 and the firm of Armstrong Davis was established formally in January 2007.  Armstrong Davis became Jonathan Davis Wealth Management in January 2010 with nothing more than a name change.

Jonathan Davis is 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 and growing firm.  Currently, our team complement is 5, advising and helping clients: 

• Jonathan Davis: Managing Director;
• Nishi Patel: Senior Paraplanner;
• Sharon Barnes: p/t Paraplanner (over 15 years in financial services);
• Mark Pocock: Senior Client Administrator (c 20 years in financial services); and
• Miran Ladwa: Our first Graduate Trainee Chartered Financial Planner / Client Administrator

We work, closely, with around 50 families and we look after around £25m of client funds.  Our clients are based in the South East and all over the UK and indeed over 3 continents.

Currently, as we are a small firm, we welcome only small numbers of new clients each year.  We work closely with clients on an ongoing basis and in the long term, and some we advise on a one-off improvement basis.  We seek to look after 100 clients, of the right level,  so give us a call on 0845 862 2919 or email us.

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.