Jonathan Davis Wealth Management, Chartered Financial Planners, provides a complete wealth advice service. We partner with other forward-thinking and expert professionals where clients have needs outside of our own competence.
After meeting to learn about you, we will write with our service proposals and the costs. Then you decide if you wish to instruct us.
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 FPFS EFP, Chartered Financial Planner, is the Wealth Adviser. He is a former Chairman of the London Region of The Institute of Financial Planning (now Chartered Wealth Management Institute).
Jonathan has delivered the service we provide since 2001. He established JD WM in January 2007.
He is often asked to comment on financial issues in the media. He has over 1000 appearances in the press, radio and TV (see Jonathan Davis in Media).
Deliberately, we are a small firm. Currently, we advise only around 45 families:
Jonathan Davis - Wealth Adviser
Brendan Bensley BA FPFS EFP - Chartered, Senior Paraplanner
James Pike BA - Senior Client Administrator
Sue Davis BA PGCE - Projects Manager (p/t)
Our clients (all private clients) are all over the UK and, indeed, on 3 continents.
We welcome only small numbers of new clients each year. We seek to look after 100 clients, so do give us a call on 0345 862 2919 or email us. New clients normally will have at least £0.5m of financial assets (outside of property and Defined Benefit Pensions). Or are high earners.
We work closely with clients on an ongoing basis and in the long term.
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.