John Davies Investment and Mortgage Services LLP

Independent Financial Adviser  15B Church Street, Oswestry, SY11 2SU
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FCA authorised
Last authorised 1st March 2021
Get in touch for a no obligation discussion to explore how best to meet your individual needs.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR John Davies
MRS Alison Davies
Independent Financial Adviser
About us

We are a small family run company and pride ourselves in offering friendly, impartial, expert financial advice. Whether a first time buyer looking for guidance with a mortgage, or a pre-retiree seeking to secure your retirement, we are trusted by our many regular clients and are always pleased to offer our help.

Our services

As a small firm we focus upon building trusting relationships and offering a personalised service to our clients. We specialise particularly in offering mortgage advice, including equity release, as well as providing investment and pensions advice.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

15B Church Street, Oswestry, SY11 2SU

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