Jeremy Davies
Chartered Financial Planner, FPFS
I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you.
About
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, 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.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
