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)
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)
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 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)
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)
We advise you based on what we would do, were we in your shoes, given what we know.
Pensions rules mean this is a most complex area, unfortunately.
1
Do you know if you are on track for a secure and comfortable retirement?
2
As you build funds for retirement, are your investment choices appropriate and optimal for you?
3
Will you have enough
in retirement?
Speak to us and we'll help you plan for retirement.
A pension is just a method of saving. A pension fund is an investment pot inside a tax free savings vehicle.
Having a pension, of itself, does not determine your level of comfort in retirement. That is determined by the amount you save and how you invest.
If you are entering retirement, you will have access to Income Drawdown. In Drawdown, your pot still needs to be invested, perhaps for decades.
Retirement planning is not just about pensions.
Pensions are highly tax efficient savings vehicles.