Paul Davis Financial Planning Ltd was established in 2017, when its Director, Paul Davis, accepted an invitation to join St. James's Place Wealth Management.
Prior to this, for over 20 years I was working for the major Banks and Building Societies giving bespoke Investment Planning, Retirement Planning and Inheritance Tax advice and presenting financial seminars for over 20 years.
I 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, I additionally specialise in Inheritance Tax Planning (IHT) and advising businesses owners with advice for their Corporate/company investment planning and tax efficient strategies. For further detail in these specialist areas of financial advice, please see the following article links within my website.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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