We advise you based on what we would do, were we in your shoes, given what we know.
You seek a long term relationship with a wealth adviser. We want to work with you over the long term.
We have been providing a complete wealth advice service since 2001. We are independent wealth and later life finance advisers.
Look in Booms & Busts Reports for how we approached wealth management over recent months and years, and advised our clients.
Take a walk through the site. Then decide if you would like to speak to us, with no obligation. Truly, we can help you to achieve your goals. We do this for clients every day. See, on the right, what wonderful things our clients have said about us.
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)
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)
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)
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)
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)
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 has advised us for over 10 years and always provided consistent, truly independent thinking.
Tim Bacon (CEO, Colville Estate) and Marylyn Bacon (Kent)
Client Investment Portfolio Performance from 1 January 2016
Typical client investment portfolio* (net of all fees) c 80% v RPI c 51%.
To the end of the most recent quarter. (Chart produced 30 September 2024. Data from Morningstar.)
In this inflationary era, which started in 2021, the primary objective is to grow capital above annual inflation, over the medium term, where inflation is defined by the UK Retail Price Index. So, to grow wealth AKA Purchasing Power.
As a minimum, we aim for 5-6% net pa capital growth (commensurate with investment portfolios' returns over the last four plus decades).
Capital is at risk in investing in stocks and shares' funds. The value of your investments can fall or rise. You could get back less than you invested.
Past performance is not a reliable indicator of future results.
* A 'typical client investment portfolio' of a Jonathan Davis Wealth Management client has a capital growth objective, accepts potentially high volatility^, and has an investment risk profile classed as Speculative.
^ NB Volatility does not mean down. It means movement size... which can be down or up.
ARC: Asset Risk Consultants is an independent firm, analysing private client investing. Details here: Asset Risk Consultants The ARC Steady Growth portfolio reflects investing in, essentially, a 70/30 Equity/Bond portfolio of private clients, discretionary portfolios, family offices.
Find out more
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Wealth Advice
Later Life Finance
How we help people like you
Contact us to see how we can help you:
Telephone: 0345 862 2919 or email Jonathan directly by clicking on: [email protected]
After a brief discussion, once we are sure we can help, we will arrange to meet with you, with no-obligation on your part. Our in-depth Discovery meetings normally last around 2 hours. We will review your arrangements and make appropriate comment, as well as say what we would advise. We will then write with service proposals and costs. Then you decide if you wish to instruct us to work for you.