About Us

We Provide a Bespoke Service to
a Small Number of Private Clients, Exclusively

 

Jonathan Davis Wealth Management provides a complete wealth and later life finance advice service.

We will partner with other forward-thinking and expert professionals for where we find clients have needs outside of our own competence.

After meeting to learn about you - a no-obligation Discovery Meeting will normally last around 2 hours - 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 is the Wealth and Later Life Finance Adviser.

Jonathan is a Chartered Financial Planner and Chartered Insurer.  A Fellow of the Personal Finance Society.  He is a former Chairman of the London Region of The Institute of Financial Planning (now Chartered Institute for Securities & Investment).  Jonathan has delivered his service since 2001.  He established JD WM in January 2007.

He has been known to comment in the national media on economic and financial issues.  With over 1000 appearances in the radio, press and TV (see Jonathan Davis in Media).

 

The team:

Jonathan Davis

Brendan Bensley BA FPFS EFP - Chartered, Senior Paraplanner

Samantha Sharp - Financial Planning Administrator (studying for Diploma)

Sue Davis BA PGCE - Projects Manager (p/t) (not-financial planning trained)

 

Our clients (all private clients) are all over the UK and, indeed, on four continents.*

Deliberately, we are a small firm.  Currently, we advise only just over 60 households.  We welcome only small numbers of new clients each year.  We will stop accepting new clients when we are working with 100 households.

New clients normally will have at least £0.5m of financial assets (outside of property and Defined Benefit Pensions).  Or are high earners.

We have some households who have entrusted several millions of pounds to our service.  Around a quarter of clients have over £1m with us.

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.

*  We also have clients in Australia, Middle East, Switzerland and South America.