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.
We will provide you with a personal wealth management service designed to meet your needs by recommending the right solutions and giving you the appropriate advice and guidance. With regular reviews we will ensure any plans put in place remain effective in the future no matter how much your circumstances change. With regular contact we will keep you informed of the most up to date information and opinions in the market.
We pride ourselves not only on our invaluable advice, but also our high standards of service. Our clients go on to recommend us to their friends, family and colleagues so they too can benefit from our professional advice and friendly service.