Joseph Davies Email & Phone Number | I strive to build and maintain long-standing relationships with my clients and provide a bespoke personal service, backed by the St. James's Place Wealth Management guarantee*. I offer comprehensive solutions, particularly in the following areas: •Investment Planning •Retirement Planning •Personal and Business Protection •Inheritance Tax Planning Before making any recommendations I seek to get a full understanding of a client’s current position and objectives, this then forms the foundation to any advice given. Supporting my advice is St. James’s Place Wealth Management Plc, a FTSE 100 company. We have a number of in-house experts covering all aspects of wealth management including investment planning, tax planning, pension planning, estate planning and protection. St. James’s Place Wealth Management has a distinctive approach to investment management, which involves selecting, monitoring and changing our fund managers when necessary. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. * St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website at www.sjp.co.uk/products NWD Wealth Management 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 23/09/2022

Joseph Davies

I strive to build and maintain long-standing relationships with my clients and provide a bespoke per...
Greater London, England, United Kingdom

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Joseph Davies’s Email joseph.davies@sjp.co.uk

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Joseph Davies’s Location Greater London, England, United Kingdom

Joseph Davies’s Current Industry St Jamess Place Wealth Management

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St Jamess Place Wealth Management

Chartered Financial Planner At Nwd Wealth Management, Senior Partner Practice Of

2020-10-01 00:00:00 - Present

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Joseph Davies is located at
Greater London, England, United Kingdom

Joseph Davies is a I strive to build and maintain long-standing relationships with my clients and provide a bespoke personal service, backed by the St. James's Place Wealth Management guarantee*. I offer comprehensive solutions, particularly in the following areas: •Investment Planning •Retirement Planning •Personal and Business Protection •Inheritance Tax Planning Before making any recommendations I seek to get a full understanding of a client’s current position and objectives, this then forms the foundation to any advice given. Supporting my advice is St. James’s Place Wealth Management Plc, a FTSE 100 company. We have a number of in-house experts covering all aspects of wealth management including investment planning, tax planning, pension planning, estate planning and protection. St. James’s Place Wealth Management has a distinctive approach to investment management, which involves selecting, monitoring and changing our fund managers when necessary. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. * St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website at www.sjp.co.uk/products NWD Wealth Management 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 23/09/2022