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)
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)
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)
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)
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 has advised us for over 10 years and always provided consistent, truly independent thinking.
Tim Bacon (CEO, Colville Estate) and Marylyn Bacon (Kent)
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)
Mr and Mrs M - were dissatisfied with their previous advisers
Clients recommended Mr and Mrs M to talk to us. They had built up substantial wealth in financial assets (and other assets).
They explained they had been burnt before by slick salespeople. Not their current financial adviser but she was not investing for growth, just kept things ticking over. They were concerned about rising inflation (not in the official indices but they could see higher costs everywhere).
We established a more tax-efficient investment portfolio and we have been advising on it since then. We advised on mitigating IHT.
We manage their pension and ISA investments, each year. We optimise for CGT, each year.
They are now almost entirely tax-free, for their investments.
We review their affairs regularly.
They had felt very vulnerable given expected long term rises in living costs. Now they tell us they don’t worry about money.
Retired, successful entrepreneurs
An elderly couple had, some years before, sold their business and retired. They came to us via their solicitors, with a complex, high value portfolio of many different arrangements. They had more than enough for their needs and wanted to make sure that:
a) They were optimising their affairs for tax and growth
b) They continued to have a luxurious retirement
c) They would pass on wealth to their children and grandchildren.
After analysis and reporting to the clients, they realised they hadn’t quite understood what their own financial arrangements comprised.
We mitigated IHT, by placing significant funds into specialist trusts, yet we ensured they retained good access to their funds. They didn’t know you could do that. Nor did their solicitor!
We established their investment portfolio. We significantly simplified, and tax improved, their arrangements.