Jonathan Davies

Financial Adviser

After graduating with an honours degree in chemistry, Jonathan started work with a small firm of advisers in central London, specialising in providing financial advice to doctors. He moved to the City and joined a firm of financial advisers where he met his business partner, Steve Keig. They joined forces and founded their own firm in 2001. With more than 20 years of experience, Jonathan now provides a broad range of financial planning services to private clients and business owners in many fields, although he still advises a number of doctors he has known since the start of his career. He enjoys taking a holistic approach to financial advice and can help with a wide range of advice from investments and pensions to mortgages and protection.

THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

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