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Welcome to Davies Keig Investment Consultants

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

  • service

    Mortgages

    Mortgages are loans which are intended to help buyers purchase residential property. When you take o...

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  • service

    Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of money....

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  • service

    Retirement Planning

    When you retire you still need food and shelter as an absolute minimum, but of course you will want ...

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Financial Advisers Located in London

Financial Advisers Located in London

Welcome to Davies Keig Investment Consultants

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 020 7021 0428 or email us at info@davieskeig.com and we'll be pleased to help you.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

Stock data

Value Move %
FTSE 100 8141.32 68.92969 arrow 0.8539145 arrow
FTSE ALL-SHARE 4457.18 39.350098 arrow 0.89070094 arrow
FTSE MID 250 20757.99 240.07031 arrow 1.1700559 arrow
FTSE 350 4499.53 40.07959 arrow 0.8987442 arrow

 

The value of investments can fall as well as rise, you may get back less than you invested.

WHERE WE ARE

020 7021 0428
49 Grosvenor Street
London, W1K 3HP


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