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Adrian Davies

Executive Masters in Management - Ashridge, Certificate in Business Accounting - CIMA

At Adrian Davies Experience Financial Planning, I provide support, planning and guidance to individuals, their families and businesses as they navigate through stages of their life. Working together, our focus will be on the achievement of your financial goals and aspirations. Prior to becoming a qualified financial planner, I along with my wife sought financial advice and through this experience, it gave us an appreciation and value of advice when making plans for the here and now and for the future.

I live on the Shropshire / Welsh border with my wife and family. When I am not working hard for clients, I love using my spare time working on our small holding or getting out and about to explore more of what the UK has to offer.  

About

At Adrian Davies Experience Financial Planning, I have over 30 years experience of leading customer service across the Retail banking industry. I have the passion and skills to deliver for my clients and empower them with invaluable advice when making those all important financial decisions. My business has access to infrastructure that allows me to engage with clients in the most efficient and effective way that works for them.

With greater freedom now to manage your financial future, the demand for trusted financial advice is stronger than ever. In my mission to fill this widening advice gap, I provide a relationship based service that will help my clients to plan, grow, and protect their financial futures. Together, we will use our time to conduct an in-depth review of your circumstances and then assess how this matches with your goals for the future. I will develop and tailor proposals to address your short, medium and long term needs. 

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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St. James's Place Guarantee

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.

SJP Approved 23/08/2024

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.