Jonathan Davis Wealth Management Ltd

Independent Financial Adviser  20 Glenwood, Broxbourne, Herts, EN10 7LP
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FCA authorised
Last authorised 21st June 2021
For wealthier families who seek a bespoke service. Jonathan Davis is THE most high profile wealth adviser in the UK media.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Jonathan Davis BA MBA FCII FPFS
Wealth Adviser
About us

We specialise in investment/pension portfolios of at least £0.5m, for the household. We invest, first, to secure finances, and then to grow wealth.

We have in-depth expertise in wealth management matters such as investment portfolio management, retirement planning, family protection, tax planning and estate planning.

Look at <url hidden> to see if we could be right for you.

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Our services

Discreet, bespoke, overall wealth advice.
We also have a City office.

We are a small firm, bespoke service firm, with clients all over the UK, as well as Switzerland, UAE and Australia.

Tax, Retirement, Investing, Advice, Empathy.

Within the firm we can speak French, German, Spanish, Italian.

Preferred clients
Minimum wealth (income/assets)
£500,000
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

20 Glenwood, Broxbourne, Herts, EN10 7LP

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