A Partner Practice of St. James's Place Wealth Management

Jeremy Davies Wealth Management LLP

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Jeremy Davies

APFS, Chartered Financial Planner
I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you.

About

I have spent the last 40 years working in banking and financial services, both in the UK and abroad and have, over that time, helped many individuals and companies to make the most of their money and realise their financial goals.

I know that in order to provide my clients with the best possible service and advice I need to have the backing of a company which constantly strives to be the best in its field and, by becoming a Partner Practice of St. James's Place Wealth Management, I feel that I have achieved that.

I am able to devote all my time to promoting lifelong relationships with clients, helping them to secure the financial future for themselves, their businesses and their families.

I am an active member of the local Chamber of Commerce and enjoy spending time with my wife and family, in particular cycling and walking in the Thames Valley and the Surrey Hills.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Jeremy Davies

44-46 High Street, Sunninghill, Ascot, Berkshire, SL5 9NF

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
New tax year opportunities
Why wait? Make the most of the opportunities a new tax year brings.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

The Partner 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.

Jeremy Davies Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC376539 Registered Office: The Courtyard, 44-46 High Street, Sunninghill, Ascot, Berkshire, SL5 9NF .
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Jeremy Davies
Jeremy Davies Wealth Management LLP