Welcome to Davis Wealth Management

At Davis Wealth Management, we pride ourselves on providing our clients with the very best financial advice and service. We place the individual needs of our clients at the heart of everything we do.


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James has been my wealth manager for over a year. I inherited my pension investment from my brother who was also James's client. James was a great help at this difficult time, supporting me through the transfer in a sympathetic way and he gave excellent advice. I'm an investment newbie, James explai...
Karen Thompson

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.

Davis Wealth Management Limited is registered in England and Wales, Number 11312603. Registered Office: 17 Fieldhead Drive, Guiseley, Leeds, West Yorkshire, LS20 8DX.