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Davies Financial Limited
 
 
Overview: 

Davies Financial Limited is a small firm of independent financial advisers (IFAs) providing bespoke personalised advice covering such topics as investments, retirement planning and personal finance issues. Our clientele includes company directors, business owners, professionals, as well as a wide range of other occupations and retired individuals.

As a member of the Personal Finance Society Julian has now achieved diploma status after having gained following qualifications:-

Financial Planning Certificate (FPC 1, 2 & 3)

CEMAP Certificate in Mortgage Advice and Practice

AFPC G60 Pensions

JO6 Investment Principals Markets and Environments

J08 Financial Planning Practice

Diploma in Financial Planning

In what can be a highly technical and complex area, Julian prides himself on his ability to explain all aspects of finance matters in a clear and understandable format to suit all individuals.

Davies Financial operates from a singular office and provides advice to companies and individuals throughout the UK.
History: 

Davies Financial Limited was formed in 2005 with the express purpose of concentrating on providing high-quality advice in a clear and concise manner. We give personal attention to all our clients needs and always adopt an extremely professional approach at all times.

Our objective is to give a high level of advice and ongoing service to our existing clients, many of whom we have advised for over 20 years, as well as new clients introduced to the practice.

The company was formed by Julian Davies who began his career as a financial adviser with Legal & General in 1988 and went on to become an independent financial adviser in 1996 with the national firm of IFAs, Heartland Independent Advisers Ltd.

Julian achieved Associate Director status before departing to concentrate on providing advice to his existing clients, following which Davies Financial was formed.


 
 
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