Paul Davis Financial Planning Ltd
Partner Practice of St. James's Place Wealth Management
“Financial Planning, Estate Planning and Inheritance Tax Planning can be extremely daunting, but having met Paul Davis, I felt comfortable that with his knowledge, genuine interest and extremely friendly personality, I and more importantly, my financial affairs, would be in safe hands. Paul is able to deliver a lot of information in a way that is clear, concise and easy to absorb. The expertise and attention to detail with which he handled our financial affairs to date, can not be faulted. It is particularly reassuring to have a feeling of certainty in the absolute integrity of our dealings and future dealings for our family with Paul. With his dedication and caring demeanour, I would gladly recommend Paul and his services where ever possible.”
Rebbecca Russo, Utilities, Chelmsford, Essex
“I have known Paul Davis for several years. He is professional, knowledgeable and reliable. Paul's advice is always centered around what is best for me and my family and subsequently I have seen this advice correctly reflected in the recommended solutions for my personal and business needs. I therefore trust the advice, help and guidance I consistently receive and would not hesitate to recommend Paul to friends and family.”
Mr Tim Strivens, Director, Norfolk
“Paul Davis listened to what we wanted to achieve with our monies and offered us choices to suit our needs without pressuring us and time to reflect. When we had a few problems through our own fault, Paul helped us sort it with a calm, respectful and professional approach. Nothing was too much trouble, and I would highly recommend him.”
Mrs Christina Skipper, Retired, Essex
“As a cautious investor, Pauls’ approach and understanding gave me both the confidence and reassurance that I was doing the right thing. Funds dwindling in the interest accounts now look likely to return a higher than average yield. Paul is a straight talking, individual, he always listens and gives sound advice.”
Robert Cannell, Senior Account Manager, Woolbridge, Suffolk
“Paul is a person who is very responsible, highly reliable, always available for me when I need his advice. I will recommend his service and him to my family and friends without hesitation. Thank you!”
Name Supplied, Teaching Assistant, Basildon, Essex
“Very professional service. Highly recommended. If I need to use his help again, I wouldn't hesitate to do this.”
Name Supplied, Construction Site Manager, Basildon, Essex
“Paul's approach is to build a trusting relationship with his client, giving you the confidence your interests come first. He takes the time to explain the background and details to proposals and decisions, ensuring the reasons and risks are fully understood. I would be happy to recommend Paul to others looking to consider their financial position and requirements.”
“Mr Davis (Paul) is professional, personable, knowledgeable and helpful. He has listened, explained and provided advice to help my husband and I would highly recommend Paul Davis for your wealth management needs.”
Mrs Parker, Self Employed, Chelmsford, Essex
“The service I have received from Paul has been excellent from start to finish at no point did I feel pressured into signing up and in fact was given a lot of advice. I have already recommended Paul to a few friends and would not hesitate in the future to recommend his services.”
Mr Steve Elliott, Director, Maidstone, Kent
“Paul has and creates a warm atmosphere which is difficult as a businessman entering people's homes. We feel that Paul is trustworthy yet professional and is able to explain his products at ease and on any level. You are left with sufficient, sound advice and feel looked after. You are aware that Paul is looking after your best financial interests.”
“Paul never fails to put our interests at heart and is always available to talk any issues through. Paul is a family man and this comes through in his demeanour and approach. Similarly, Paul has a great business ethic and manages to combine the two characteristics whilst aiming to deliver the best results for you and your family.”
Mr Matthew Dear, Insurance Broker, Brentwood, Essex
“I have trusted Mr Paul Davis' advice 100%, his service and support is always first class. He is always willing to spend extra time to make sure I fully understood.”
“Paul Davis helped me enormously in organising my financial affairs. The service gave me confidence as he left some of my investments in place as he informed me they couldn't be improved on. I wouldn't hesitate in recommending Paul to anyone looking to sort financial affairs.”
Mr David Bugg, Golf Professional, Colchester
“I have trusted Paul Davis from his first visit. He has given us the time and patience to make sure we understood. He listened to our questions and advised us both, answering our questions clearly and honestly. Thank you.”
Mr Christopher Stacey, Salesman, Bush Hill Park, Enfield
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected ad may fall as well as rise. You may get back less than you invested.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.
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.