Kevin Davies Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
Robert graduated from Bristol University in 2006 having gained a 2.1 Hons Degree in Economic and Social History. He has been working as an adviser in the financial services industry since 2007, having previously worked for Barclays Investment Bank before becoming a representative of St. James's Place Wealth Management in 2011.
Robert prides himself on his professionalism and dedication to providing the highest level of service to his clients, he enjoys providing bespoke advice to clients helping them to meet a variety of financial objectives. He specialises in investment planning, retirement planning and inheritance tax mitigation strategies.
Robert's emphasis is on maintaining long term relationships with his clients and their families, with an overriding objective to first preserve, then to build and sustain the wealth of his clients from generation to generation.
In his spare time Robert is a rugby and winter sports enthusiast. He enjoys keeping active and travelling whenever he can.
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.