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.What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Financial Education
We are accredited by St. James's Place as a specialist practice in delivering Financial Education in the workplace.
Promotions
Item 1 of 4
Testimonials
Item 1 of 25
James provides excellent advice & is always on hand when needed. I would not hesitate in recommending him to anyone.
Matthew Stanworth
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
James is always professional and courteous, he ensures he is doing right by the client. I would and have happily recommended James to family and friends.
Lucy Crossfield, Landlord
I felt very confident in using James Davis to invest my savings. He always gave me good advice and I would not hesitate in recommending him to others.
Roger Garnett, Handyman, Guisley
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 excepti...
James Harris
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!
Jayne Bird, Company Director, Leeds
Davis Wealth have offered a first class service and supported myself with a mis-sold SIPP. They have restored my faith in the trust of pension advisers. Exceptional service.
Lorraine Garcia, Team Leader, Bradford
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.
Ann Kirk, Postwoman Part-Time, Leeds
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 co...
Christine Millward, Retired Senior Nurse, Goole
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.
Craig Reid, Self-Employed Decorator
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....
J. Sheerin, Teaching Assistant, Bradford
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 anyon...
Kath Difiori, RGN / RNC, Bradford
James works tirelessly for his clients including me to ensure I am getting the best returns with the least risk.
Name Supplied
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.
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.
Name Supplied
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.
Peter Taylor, Head Greenkeeper, Bradford
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.
Private Client
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.
Rhoda Livingstone-Smith, National Account Manager, Halifax
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.
Rob Denton, Mirfield
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.
Private Client
James works tirelessly for his clients including me to ensure I get the best results with the least risk.
Private Client
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.
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.
Private Client
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
Private Client
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.
Private Client
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.
Private Client
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.
Private Client
James provides excellent advice & is always on hand when needed. I would not hesitate in recommending him to anyone.
Matthew Stanworth
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
James is always professional and courteous, he ensures he is doing right by the client. I would and have happily recommended James to family and friends.
Lucy Crossfield, Landlord
I felt very confident in using James Davis to invest my savings. He always gave me good advice and I would not hesitate in recommending him to others.
Roger Garnett, Handyman, Guisley
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 excepti...
James Harris
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!
Jayne Bird, Company Director, Leeds
Davis Wealth have offered a first class service and supported myself with a mis-sold SIPP. They have restored my faith in the trust of pension advisers. Exceptional service.
Lorraine Garcia, Team Leader, Bradford
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.
Ann Kirk, Postwoman Part-Time, Leeds
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 co...
Christine Millward, Retired Senior Nurse, Goole
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.
Craig Reid, Self-Employed Decorator
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....
J. Sheerin, Teaching Assistant, Bradford
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 anyon...
Kath Difiori, RGN / RNC, Bradford
James works tirelessly for his clients including me to ensure I am getting the best returns with the least risk.
Name Supplied
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.
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.
Name Supplied
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.
Peter Taylor, Head Greenkeeper, Bradford
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.
Private Client
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.
Rhoda Livingstone-Smith, National Account Manager, Halifax
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.
Rob Denton, Mirfield
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.
Private Client
James works tirelessly for his clients including me to ensure I get the best results with the least risk.
Private Client
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.
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.
Private Client
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
Private Client
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.
Private Client
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.
Private Client
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.
Private Client
James provides excellent advice & is always on hand when needed. I would not hesitate in recommending him to anyone.
Matthew Stanworth
of25
SJP Approved 02/08/2023
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: 1st Floor, East Suite Waterfront, Salts Mill Road, Bradford, Shipley, BD17 7TD.
Get in touch
Copyright St. James's Place © 2024