Paul Davis Financial Planning Ltd was established in 2017 when Director Paul Davis accepted an invitation to join St. James's Place Wealth Management.
Prior to this, for over 20 years Paul was working for the major Banks and Building Societies giving bespoke Investment Planning, Retirement Planning and Inheritance Tax advice and presenting financial seminars.
We help individuals, families and businesses with Investment planning, regular savings, Retirement and Pension planning and all areas of protection such as life cover, Critical illness and Income protection. However, we additionally specialise in Inheritance Tax Planning (IHT) and advising businesses owners with advice for their Corporate/company investment planning and tax efficient strategies.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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