Welcome to Paul Davis Financial Planning Ltd

We provide bespoke wealth management advice to private and corporate clients in and around the East Anglian area.


Promotions

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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.

Testimonials

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I first met Paul Davis in September 2020. It's been a pleasure to have him deal with my financial planning including tax advice; pensions and trust funds. He's even helped me with a commercial mortgage. Easy to talk to and he works with me rather than push me into something I'm not certain of. One o...
Mr John Benson, Director, Halstead, Essex
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SJP Approved 14/02/2024

The Partner Practice 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.

Paul Davis Financial Planning Ltd is registered in England and Wales, Number 11491093. Registered Office: Sovereign House, 82 West Street, Rochford, SS4 1AS.