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Sean Davey

DipPFS
My aim is to provide trusted and personal face-to-face advice which is designed to suit each client’s individual requirements.

About

Sean began his career with Lloyds TSB and, during his 9 years there, was consistently one of the top Financial Advisers within the company.

Given this success, Sean was approached by St. James's Place and joined as a Partner in February 2001. Since then, the high quality products and services on offer from the St. James's Place Group have helped Sean to significantly grow his business.

One of the key reasons for Sean's success is that introductions from existing clients have enabled him to focus more of his time and energy on the provision of bespoke financial solutions for all clients.

Sean continues to welcome new introductions and referrals.

Promotions

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Advice and services

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

Testimonials

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Sean takes us through each step; has calm demeanour and gentlemanly manner, is kind and reassuring, immediately abolishes fears and concerns, grows my father's legacy advantageously, is a safe pair of hands, has built strong trust, has become a family friend, listens, assesses, addresses, gives o...

Jane Poole| Administrator/Events Planner/Potential Lawyer, Exeter
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
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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 07/03/2024

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.

Sean Davey