I would unhesitatingly recommend Jonathan Davis Wealth Management as I have been very impressed, over the years, with their financial acumen.
Jon Hather FCA (Chartered Accountant, Ret'd Co Sec, National Healthcare company) and Val Hather (Surrey)
Jonathan has advised us for over 10 years and always provided consistent, truly independent thinking.
Tim Bacon (CEO, Colville Estate) and Marylyn Bacon (Kent)
Their advice helped me structure my portfolio, protected me during the downturn (to the extent that I did not lose money) and positioned me very well for financial growth now and into the future. (2012)
Jeremy Lloyd (Consultant, Global Corporate) and Carol Hill (Lloyd) (Switzerland)
It took us three years to find someone to manage our wealth, and we can now sleep at night! (2011)
Darren and Ruth Johnston (Retired entrepreneurs) (Wales)
Jonathan Davis Wealth Management saved us from losing probably 40% of our financial assets over the last 12 months (2009)
Robert Gaunt - CEO, Offshoring Consultants and Renate Hechter (Gaunt) (Australia)
Jonathan stands out as an Economist and Wealth Adviser who tells it as it is rather than what you want to hear. I highly recommend him.
Roy Duncan FCCA (Chartered Accountant. Fin Dir / Fin Cont Recruitment Consultant) (Scotland)
Our only regret is that we didn’t meet Jonathan Davis ten years earlier
Prof Michael Arthur (Ret'd Vice-Chancellor, University College London) and Dr Liz Arthur (Ret'd Consultant, Southampton NHS Trust) (Southampton)
Clients have online access to their investments 24 hours a day, 7 days a week, 52 weeks a year.
We make all changes to portfolios, once agreed with clients. You are not bogged down with financial paperwork.
We meet with you, at least annually, to review the important issues, to ensure you remain on track to meet your objectives.
We have access to the universe of investment funds to give you the best possible investment experience.
We hold no client funds. We sub-contract administration of funds to third-party institutions. We instruct them, on your behalf, to where to invest.
Many folk have ISAs, pensions, bonds etc in a myriad of institutions. If you do, our administration can greatly simplify your arrangements and hassle. You will still have all the tax efficient arrangements, such as the ISAs and pensions. They will just be made much easier for you.