Professional, personable and
here to help
David E Davies DipPFS
Inheritance Tax Planning
Get in touch:
Phone: 07919 507289 / 01792 346348
Email: [email protected]
I am a native of Swansea and having spent far too many years working away from “home”, my wife Sally and I were delighted to move back to Wales in 2016. Being closer to family and all that this area has to offer is a joy.
My entire career (of over 40 years) has been spent in financial services, working with client advisory businesses, leading fund managers and fund researchers.
I was offered the opportunity to join the St David’s Partnership in August 2016, having known the business and some of its partners since its inception. We have a great team of people here and our clients are very special to us.
My time off is spent with Sally, my three daughters, two stepsons and, so far, two grandchildren. When time permits, I like to indulge myself with music, walking and cooking, or more precisely – eating.
The St David’s Partnership is directly authorised and regulated by the Financial Conduct Authority (FCA), registration number 189117.
Our guidance and advice are subject to the UK regulatory regime and restricted to consumers resident in the UK. The information contained in this website is for general information only and is not financial, investment or tax advice.