James Davis
DipFA
James has over 20 years experience in Financial Advice. James started his career providing financial advice at the Halifax Bank in Leeds.
In 2020, he built his own Financial advice firm with Jodie to deliver client focused, personal service to clients in West Yorkshire and beyond.
James specialises in Retirement Planning, Investment and Financial planning for Business owners.
Specialisms:
About
My experience helps me to develop robust financial plans to help my clients, and their families achieve their financial goals. I have built my business solely on introductions and referrals, both from private clients and long standing professional relationships. My clients are keen to recommend me to their family and friends so they can benefit from the sound professional advice they have received themselves.
Testimonials
Addresses
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.
