Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our Services
Testimonials
“I’m happy to recommend Nick as a financial adviser. He has given me excellent pension advice and investment advice from when I received an inheritance. He listens to my concerns and explains the information so I can understand, plus guides me through the technical stuff. I have been a client for many years and he has always been easy to contact and replies to my queries.”
Nathan D. Shrewsbury
“Thank you for your help and advice. It makes a difference seeing you when we discuss my ISA’s and investments and explain whats going on.”
N B. Telford
“I was recommended to Nick by a friend. I was looking to retire and I didn’t know at the time if that would be possible. Nick got all the information and confirmed my state pension so I could realistically see what tax free cash I could get, plus a monthly income. This put my mind at ease as we went over my expected income and bills so I could plan better. Having my pensions sorted in one place made it easier for me to follow and look after.”
Nick W. Bishops Castle
Want to know more?
To find out more or to arrange a meeting with us, please call
07584 314144, or email nick@davieswm.co.uk