Jeremy Davies  FPFS

JEREMY DAVIES WEALTH MANAGEMENT LLP

07960 147 535

01344 624 380

Jeremy Davies

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.

FCA regulated

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

retirement planning

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

 

qualifications

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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
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