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)
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)
Jonathan has advised us for over 10 years and always provided consistent, truly independent thinking.
Tim Bacon (CEO, Colville Estate) and Marylyn Bacon (Kent)
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)
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)
We advise you based on what we would do, were we in your shoes, given what we know.
We will set out, with you, on a six stage process, namely:
- We will take the time to understand you very well
- We will collate information of your current arrangements
- We will analyse and evaluate your present position compared to where you want to go
- We will recommend structures to improve your position and lead you to financial independence
- We will implement alterations to your arrangements, with your instruction and only where it will improve your position
- Equally importantly, we will review your arrangements, at least annually, to ensure you remain on track to meet your objectives.
Everything we do is personal.