Davies Wealth Management Ltd is a financial planning and wealth management company that operates as an Appointed Representative of St. James's Place Wealth Management plc. The firm specialises in providing face-to-face, personalised advice to private clients and businesses. Their core mission is to help clients achieve their financial goals by offering services in investment planning, retirement planning, inheritance tax planning, and protection. They focus on building long-term relationships with clients to provide trusted advice as their financial needs evolve.

Founded in

United States