Jeremy Davies FPFS
JEREMY DAVIES WEALTH MANAGEMENT LLP
07960 147 535
01344 624 380
I have spent the last 40 years working in banking and financial services, both in the UK and abroad and have, over that time, helped many individuals and companies to make the most of their money and realise their financial goals.
I know that in order to provide my clients with the best possible service and advice I need to have the backing of a company which constantly strives to be the best in its field and, by becoming a Partner Practice of St. James’s Place Wealth Management, I feel that I have achieved that.
I am able to devote all my time to promoting lifelong relationships with clients, helping them to secure the financial future for themselves, their businesses and their families.
I am an active member of the local Chamber of Commerce and enjoy spending time with my wife and family, in particular cycling and walking in the Thames Valley and the Surrey Hills.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Over 40 years experience
No-obligation, one-hour initial consultation
Restricted advisor
Covers whole of Berkshire area
Areas of expertise:
Investment Planning & Savings
Retirement Planning
Retirement Income
Inheritance Planning
Mortgages
LOCATION
Jeremy Davies Wealth Management LLP
44-46 High St
Sunninghill
Ascot
Berkshire
SL5 9LF
SERVICES
Jeremy Davies Wealth Management LLP provides a broad range of financial planning services including:
Investment Planning & Savings
Retirement Planning
Retirement Income
Inheritance Planning
Mortgages
QUALIFICATIONS
Jeremy has worked in financial services for over 40 years and is qualified to offer advice in a number of areas.
Chartered Financial Planner
Society of Later Life Advisors
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