James Davis
DipFA
I, along with Jodie, have built Davis Wealth Management with the sole aim of providing high quality, client centred advice. Prior to setting up Davis Wealth Management, I have had a successful career within St. James's Place and Lloyds Banking Group providing Business and Private clients with Financial Advice.
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
James provides excellent advice &%3B is always on hand when needed. I would not hesitate in recommending him to anyone.
James works tirelessly for his clients including me to ensure I am getting the best returns with the least risk.
James is always on hand with any advice queries and I feel he always has my best interests in mind. He is always happy to help with my long and short term financial goals.
On the many occasions I have met with James, I have always found him to be professional, friendly, helpful and patient with any queries or questions I had. I would highly recommend James.
James has always been prepared to go over and above the required duties of supplying guidance and sound advice. He is extremely supportive and will always find an answer to any question or problem. He is very punctual and eager to solve any query quickly. I have recommended him to others.
James has given me excellent advice and put my interests first. He has always been happy to explain things in a way I can understand. His support has been exceptional and I would not hesitate to recommend him.
He is always there to help when needed. Just a phone call away to answer any questions we may have. Would recommend him to anyone that needs help and advice.
I can honestly, 100% recommend James. He always gives honest, down-to-earth financial advice. I have total confidence in James to act in my best interest. He is reliable and completely trustworthy.
James is reliable and conscientious. He isn't afraid to go the extra mile to help and to give honest and sensible guidance. He is always quick to respond to queries and is fully supportive. I highly recommend him to anyone needing financial advice.
I have always been very happy with the service I have received from James. On my retirement the financial process was very new to me. James was extremely patient and ensured I understood each step along the way. James is always polite and punctual. I would not hesitate to recommend him to anyone....
I have no hesitation in recommending James. I was anxious about investing but James is very informative and supportive. His advice was honest and my personal needs and circumstances were always considered. James always makes himself available for ongoing support, I feel he is an asset to the comp...
James has been very helpful, informative and supportive in helping me plan for my retirement. He explains things very clearly and is always available for ongoing support. I would not hesitate to recommend James to others.
I consider the advice and service from James Davis first class and have been extremely satisfied with the informed, expert advice and personal service provided. I have recommended Davis Wealth Management to family, friends and business associates with confidence and will continue to do so.
On the many occasions I have met with James, I have always found him to be professional, friendly, helpful and patient with any queries or questions I had. I would highly recommend James.
Having had advice from Jodie and James I would highly recommend them to anyone. Professional, knowledgeable and trustworthy help and advice every time, I'm always delighted with the service I receive from Davis Wealth Management
James is a great financial adviser, always providing advice and support, he has always been on hand every time I need him. Been great sorting my pensions. Great adviser, trustworthy, reliable and a good friend.
I have received good sound and trustworthy advice. James has listened to what I want and worked to achieve this. He has offered support and guidance to the best standards. I would recommend him to anyone wanting good, genuine, sound advice.
Davis Wealth have offered a first class service and supported myself with a missed SIPP. They have restored my faith in the trust of pension advisers. Exceptional service.
James has been great in helping me re-align my family finances and long term pension and ISA investment plans. James has always put my interests and long term financial goals first by giving me sound and trustworthy advice. I would highly recommend James' services, and the support offered is exce...
Always amazing service from James, informative and supportive in our financial decision making. We trust his advice and recommend whole heartedly to anyone. He's also a nice guy too!
We are very happy with the help and sound advice that we received. The support and service has been exceptional and we would not hesitate to recommend James.
James provides excellent advice &%3B is always on hand when needed. I would not hesitate in recommending him to anyone.
James works tirelessly for his clients including me to ensure I am getting the best returns with the least risk.
James is always on hand with any advice queries and I feel he always has my best interests in mind. He is always happy to help with my long and short term financial goals.
On the many occasions I have met with James, I have always found him to be professional, friendly, helpful and patient with any queries or questions I had. I would highly recommend James.
James has always been prepared to go over and above the required duties of supplying guidance and sound advice. He is extremely supportive and will always find an answer to any question or problem. He is very punctual and eager to solve any query quickly. I have recommended him to others.
James has given me excellent advice and put my interests first. He has always been happy to explain things in a way I can understand. His support has been exceptional and I would not hesitate to recommend him.
He is always there to help when needed. Just a phone call away to answer any questions we may have. Would recommend him to anyone that needs help and advice.
I can honestly, 100% recommend James. He always gives honest, down-to-earth financial advice. I have total confidence in James to act in my best interest. He is reliable and completely trustworthy.
James is reliable and conscientious. He isn't afraid to go the extra mile to help and to give honest and sensible guidance. He is always quick to respond to queries and is fully supportive. I highly recommend him to anyone needing financial advice.
I have always been very happy with the service I have received from James. On my retirement the financial process was very new to me. James was extremely patient and ensured I understood each step along the way. James is always polite and punctual. I would not hesitate to recommend him to anyone....
I have no hesitation in recommending James. I was anxious about investing but James is very informative and supportive. His advice was honest and my personal needs and circumstances were always considered. James always makes himself available for ongoing support, I feel he is an asset to the comp...
James has been very helpful, informative and supportive in helping me plan for my retirement. He explains things very clearly and is always available for ongoing support. I would not hesitate to recommend James to others.
I consider the advice and service from James Davis first class and have been extremely satisfied with the informed, expert advice and personal service provided. I have recommended Davis Wealth Management to family, friends and business associates with confidence and will continue to do so.
On the many occasions I have met with James, I have always found him to be professional, friendly, helpful and patient with any queries or questions I had. I would highly recommend James.
Having had advice from Jodie and James I would highly recommend them to anyone. Professional, knowledgeable and trustworthy help and advice every time, I'm always delighted with the service I receive from Davis Wealth Management
James is a great financial adviser, always providing advice and support, he has always been on hand every time I need him. Been great sorting my pensions. Great adviser, trustworthy, reliable and a good friend.
I have received good sound and trustworthy advice. James has listened to what I want and worked to achieve this. He has offered support and guidance to the best standards. I would recommend him to anyone wanting good, genuine, sound advice.
Davis Wealth have offered a first class service and supported myself with a missed SIPP. They have restored my faith in the trust of pension advisers. Exceptional service.
James has been great in helping me re-align my family finances and long term pension and ISA investment plans. James has always put my interests and long term financial goals first by giving me sound and trustworthy advice. I would highly recommend James' services, and the support offered is exce...
Always amazing service from James, informative and supportive in our financial decision making. We trust his advice and recommend whole heartedly to anyone. He's also a nice guy too!
We are very happy with the help and sound advice that we received. The support and service has been exceptional and we would not hesitate to recommend James.
James provides excellent advice &%3B is always on hand when needed. I would not hesitate in recommending him to anyone.
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.
