About us

Kevin Davies Wealth Management Ltd was established in 1991, when its Director Kevin Davies accepted an invitation to join St. James's Place Wealth Management.   With offices in the West Country and in London we are able to provide advice to clients across the South of England.   Kevin Davies Wealth Management Ltd is a Senior Partner Practice of the prestigious St. James's Place Wealth Management, one of the UK’s most prominent, award winning FTSE 100 organisations with its distinctive investment management approach.   With over 30 years in Financial Services we recognise that clients expect excellent personal service from their Advisers. We are committed to building long-term relationships with our clients to help them achieve their ongoing goals. We work closely to form relationships based on trust and build an in-depth understanding of your finances.

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.

Davies Wealth Management Ltd is registered in England and Wales, Number 07167454. Registered Office: Bridesmead, Shipton Lane, Burton Bradstock, Bridport, Dorset, DT6 4NQ.