Jonathan was recommended to us by Pensionwise. We are very happy with how our portfolio is managed and has grown. Wishing we could have invested earlier.
Sam and Maria Difrancesco (Ret'd, Sussex)
Working with my financial adviser Jonathan Davis has been such a reassuring experience. He takes the time to really listen, explain things clearly, and make sure I feel comfortable with every decision. I’ve always felt supported and never rushed, and his guidance has made a real difference for me. He’s not only helped me grow my wealth, but has also been a giver of good advice whenever I’ve needed it. I truly appreciate his care, professionalism, and the confidence he’s given me in my financial future.
Andrew Palmer (Company owner, Kent)
A decade ago, Jonathan Davis warmly took our young family into his advisory services. With his guidance, prudence, knowledge and care, what started out as our small financial acorn has grown into a giant oak tree, providing financial shelter for us and the children many years to come. Thank you Jonathan!
Michael Wilson (Sales Director, Economics and Markets Analysts), City of London
Their advice helped me structure my portfolio, protected me during a downturn and positioned me very well for financial growth now and into the future.
Jeremy Lloyd (Director, Global Corporate) (Switzerland)
Jonathan Davis Wealth Management saved us from losing probably 40% of our financial assets in 2008
Robert Gaunt - Global Outsourcing Director, Austria
It took us three years to find someone to manage our wealth. We now sleep at night!
Darren and Ruth Johnston (Retired entrepreneurs) (Wales)
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 Director, National Healthcare company) (Surrey)
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 (Ret'd Chartered Accountant)
I have been a client for two years.
I am more convinced than ever that Jonathan is the right person for us to entrust our finances. His regular bulletins to clients are a very welcome antidote to the mainstream financial media that is no longer fit for purpose in my opinion.
Jeremy and Joanna Clayton (Sold their successful retail business in 2022 and retired, Suffolk)
Jonathan has advised us for over 10 years and always provided consistent, truly independent thinking.
Tim Bacon (Ret'd CEO, Colville Estate) (Kent)
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.