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 Accredited by SOLLA, the Society of Later Life Advisers^.  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).

There are approximately 25,000 financial advisers in the UK.

There are approximately 5,000 Chartered Financial Planners.  ^ There are approximately 500 SOLLA Accredited Advisers.

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 advice trained)


Our clients (all private clients) are all over GB and, indeed, on three continents.*

Deliberately, we are a small firm.  Currently, we advise only 50+ client households.  We welcome only small numbers of new clients each year.  We will stop accepting new clients when we are working with 100 households.

Typically, new clients will have at least £0.5m of financial assets (outside of property and Defined Benefit Pensions).  Or are high earners / savers.

We advise clients who have entrusted several millions of pounds to our service.  Some 20 clients have over £1m invested under our advice.

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.

*  Currently, we also advise clients in Austria, Switzerland, Middle East and South America.