Kevin Davies has provided financial advice since 1988, becoming a representative of St. James's Place Wealth Management in 1991.
Over his career, Kevin has accumulated a huge amount of practical experience in the area of investment and tax planning, with particular emphasis on inheritance tax planning. He specialises in providing retirement planning advice to help meet the needs of those about to retire and those who have already retired. The objective is to agree a comprehensive strategy to meet each client's individual needs.
Kevin concentrates on increasing net spendable income through a conservative and sensible investment strategy, whilst maximising tax planning opportunities. Personal service and attention to detail are the cornerstones of his client relationships, many of which span more than twenty years. During his career, Kevin has built a substantial base of extremely satisfied clients in the West Country, London and the Home Counties.
He resides in Burton Bradstock, Dorset with his wife Alison, to whom he has been married since 1979. They have two sons and a daughter. In his leisure time Kevin has been a committed all round sportsman. He is a keen cyclist, having, in recent years, cycled in Central America, Albania and across southern India.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
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.