Thomas Davies
FPFS
I am a Chartered Financial Planner based in Cardiff, South Wales, providing a hollistic approach to financial planning. I help individuals and businesses across the UK to create their own fully bespoke financial plans and help them to achieve what matters most to them.
In a changing and uncertain world, we all require peace of mind, especially when it comes to our finances. Above all we need proactive personal guidance from a trusted adviser who we know we can turn to at every stage of life's journey.
We're here for you whenever you need us.
About
Prior to joining the financial services industry, I enjoyed a career playing professional rugby in South Wales for 7 years.
Since achieving my Diploma in Regulated Financial Planning in 2019 and completing the St. James's Place Financial Adviser Academy Programme, I have continued to study and have since achieved Chartered Financial Planner status with the CII. I was awarded Fellow Membership of the Personal Finance Society in 2022 - which is their highest level of qualification.
I take immense pride in the relationships that I have with my clients and enjoy making the complexities of the financial services industry easier for them to understand.
I believe planning for the future, whether it be for themselves; their family; or for their business, is one of the most important steps an individual will ever take. I ensure that my clients are well looked after and meet regularly with them to ensure that their plans remain suited to them both now and long into the future.
I am based in South Wales, and work with clients across the whole of the UK.
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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 23/11/2023
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.
