Kevin Davies Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
Carol joined Kevin Davies Wealth Management Ltd in 1998, having previously worked since 1991 at St. James's Place in their Manchester Offices. Following a move to Devon with her husband and daughter in 1998 she was keen to stay with St. James's Place and joined Kevin Davies's Practice.
Carol has worked within the Financial Services sector since 1978, mainly in administrative posts. Carol is responsible for the day-to-day running of the Practice, as well as delivering the highest standards of service to our clients. Carol has many years of valuable experience in financial services and takes great pride in her role of delivering an excellent support role within the Practice.
In her spare time she enjoys Zumba classes, the theatre, live music concerts and long walks on the beach with her dog.
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.
Kevin Davies Wealth Management Ltd is registered in England and Wales, Number 07167454. Registered Office: Bridesmead, Shipton Lane, Burton Bradstock, Bridport, Dorset, DT6 4NQ, England.