“Jonathan has advised us for 5 years and always provided consistent, truly independent thinking with emphasis on capital preservation”

Tim Bacon (CEO, Colville Estate) and Marylyn Bacon (Kent) (2011)

Services you seek

We advise you based on what we would do, were we in your shoes, given what we know.

• You seek an Independent and Impartial Financial Adviser. That's what we are.

• You will have peace of mind and better nights' sleep.

• You will have someone to take care of your financial arrangements.

• You seek in-depth expertise in financial planning matters such as investment portfolio management, retirement planning, family protection, tax planning and estate planning.  We have that expertise.  Click here to find out what we can do for you.

• Your pensions, savings and investments will be looked after with great care, on a bespoke basis.
• Your capital will be grown efficiently and effectively.

• You (and every client) will be treated as an individual.

• Your portfolio is accessible 24/7 online, here, so you can always track how your funds are performing (should you want to check)

• We will review your affairs and arrangements regularly, with you

• All our advice is based on our deep understanding of your position and needs.

You need an expert to manage your financial affairs. 

Call Jonathan Davis on 0345 862 2919 or email him to obtain your ideal wealth management service.