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  • Home
  • About Us
    • What Makes Us Different?
  • Wealth Advice
    • How Can We Help You?
    • Pensions and Tax
    • Investments
    • Insuring Your Life and Income
  • Paying For Care
    • Paying for Care
    • What You Need to Know
    • Example Client Case Studies
  • JD in Media
  • Booms & Busts Reports
  • Client Scenario Examples
  • Contact Us
    • Media Enquiries

Our Advice

Sputnik News UK: Financial crime – it’s rife, especially in The City
24 May 2019

Sputnik News UK: Financial crime – it’s rife, especially in The City

by jonathandaviswm | posted in: Our Advice | 0

@SputnikNEWSUK Me: “Financial crime – it’s rife, especially in The City” @asputniksouth

Talk Radio – with Paul Ross
23 Feb 2017

Talk Radio – with Paul Ross

by jonathandaviswm | posted in: Our Advice | 0

Advice for lottery winner 230217

Next generation’s need for planning
31 Oct 2016

Next generation’s need for planning

by jonathandaviswm | posted in: Our Advice | 0

Research from the Institute of Fiscal Studies (IFS), surrounding wealth in the UK, has been making headlines recently. The study has found that people born during the 1980s are now half as wealthy as those born in the 1970s were … Continued

Which markets to invest/divest? Japan/West?, Yoconda.co.uk (Money and wealth news)
25 Jul 2013

Which markets to invest/divest? Japan/West?, Yoconda.co.uk (Money and wealth news)

by jonathandaviswm | posted in: Our Advice, The Stock Market | 0

Which markets to invest/divest? Japan/West? 250713

What is a Bond?, Yocanda.co.uk (Money, wealth and holiday news)
25 Jul 2013

What is a Bond?, Yocanda.co.uk (Money, wealth and holiday news)

by jonathandaviswm | posted in: Our Advice | 0

What is a Bond? 250713

What is an Annuity?, Yocanda.co.uk (Money, wealth and holiday news)
25 Jul 2013

What is an Annuity?, Yocanda.co.uk (Money, wealth and holiday news)

by jonathandaviswm | posted in: Our Advice | 0

What is an Annuity? 250713

What is an ISA?, Yocanda.co.uk (Money, wealth and holiday news)
25 Jul 2013

What is an ISA?, Yocanda.co.uk (Money, wealth and holiday news)

by jonathandaviswm | posted in: Our Advice | 0

What is an ISA? 250713

What Investment
3 Jan 2013

What Investment

by jonathandaviswm | posted in: Investing, Our Advice, The Economy | 0

Outlook and recommendations for 2013

Norton Finance (www.nortonfinance.co.uk)
12 Jul 2012

Norton Finance (www.nortonfinance.co.uk)

by jonathandaviswm | posted in: Our Advice | 0

Life insurance is important for saving money

WEALTH MANAGEMENT March 2012, JONATHAN DAVIS PRESENTATION (TO BUSINESS PEOPLE) OF WHERE WE ARE AND TO WHERE WE MAY BE HEADED
21 Mar 2012

WEALTH MANAGEMENT March 2012, JONATHAN DAVIS PRESENTATION (TO BUSINESS PEOPLE) OF WHERE WE ARE AND TO WHERE WE MAY BE HEADED

by jonathandaviswm | posted in: Our Advice | 0

WEALTH MANAGEMENT 210312

How we helped our clients before and during the 2008 crash., (when we were called Armstrong Davis).  See how our clients preserved their capital.
18 Sep 2008

How we helped our clients before and during the 2008 crash., (when we were called Armstrong Davis). See how our clients preserved their capital.

by jonathandaviswm | posted in: Our Advice | 0

How we helped our clients before and during the 2008 crash. 180908

Recent Media Appearances

  • JD on @GBNews @tomhfh @miriam_cates:  Little economic growth, if at all, unless we have free markets February 7, 2025
  • JD on @GBNews with @tomhfh @carveremily: Inflation trending up, for next year or two, and will be high for 20+ years January 15, 2025
  • JD on @GBNews with @tomhfh @carveremily: Inflation rising. Will stay high for years. January 9, 2025
  • JD in Interactive Investor: Big macro risks the pros are watching in 2025 January 6, 2025
  • JD in Interactive Investor: Is it finally time for value investing to shine? December 10, 2024

Contact

0345 862 2919

enquiries@jonathandaviswm.com

Offices in City of London and East Sussex

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Accreditations: Chartered Financial Planner, SOLLA Associate
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