Jonathan Davis Wealth Management

Jonathan Davis BA MBA FCII FPFS EFP

Chartered, Wealth and Later Life Finance Adviser and Economist

Starting my career in 1987 I have gained a wealth of experience within all aspects of financial services including being appointed as the London Chairman of The Institute of Financial Planning.

More recently I became an accredited member of the Society of Later Life Advisers (SOLLA). This additional accolade means I am well-placed to advise on the best way to fund care fees with a close eye on other associated factors such as reducing or potentially mitigating Inheritance Tax.

Since 2004 I have written and published the 2-monthly Booms & Busts Report (further details are on my website) and for almost two decades I have been a regular and valued contributor to various UK media on economics and financial matters.

Appreciating that every family is different I am proud to offer a highly bespoke service, not just within the complex arena of care fees planning but all the other financial aspects of later life.

All initial discussions are all offered without fee or obligation, with my underlying promise that my objectives are to always make you feel as comfortable as possible whist ensuring that your hard-earned money is working for you.

  • Company: Jonathan Davis Wealth Management
  • Member Since: June 2023
  • Hawthorn House, Hoadleys Lane, Crowborough, East Sussex TN6 1TH
  • Solla Member
Contact Jonathan Davis BA MBA FCII FPFS EFP