Business Details
46 Years
experience
Your Trusted Financial Partner in Ivybridge
John Davies Financial Consultancy has been delivering expert financial advice for over four decades, building a reputation for integrity and client-focused solutions. Our team combines extensive industry experience with a commitment to understanding each client's unique needs. We specialise in pension planning, trust management, and inheritance tax solutions, tailoring our services to achieve long-term financial security for individuals and businesses. Regulated by the Financial Conduct Authority, we maintain the highest professional standards while offering a discreet, personalised service. Our clients benefit from our proactive approach to investment management, risk assessment, and tax-efficient strategies.With a proven track record spanning multiple economic cycles, we provide continuity and stability in uncertain financial environments. Our advisors hold advanced qualifications, including Level 4 diplomas in financial planning, ensuring technically robust recommendations. Client testimonials consistently highlight our responsiveness, transparency, and ability to simplify complex financial concepts. As Quilter Financial Planning Network members, we access cutting-edge resources while maintaining our independent ethos. Every recommendation considers both current circumstances and future aspirations, making us trusted partners in long-term wealth management.
Services
Pension Advice
Business Protection
Personal Insurance
Trust Planning
Inheritance Tax Solutions
Mortgage Advice
Investment Management
Annuity Planning
Critical Illness Cover
Income Protection
Details
- Year established: 1980
Highlights and features
- We offer over 40 years' combined experience in financial planning
- Our team holds Level 4 qualifications in financial advisory services
- We provide FCA-regulated independent financial advice
- Our client testimonials highlight exceptional personal service
- We deliver tailored solutions through Quilter Financial Planning Network
What people say
Personal approach
Tailor made solutions
Proactive and insightful
Honest and professional
Excellent in managing investments
Services
Pension Advice
Our pension specialists create tailored retirement strategies considering current contributions, existing schemes, and future goals. We advise on auto-enrolment compliance, SIPPs, and final salary scheme transfers while ensuring FCA-regulated standards. Clients receive comprehensive guidance on tax-efficient withdrawals and lifetime allowance management.
Trust Planning
We establish bespoke trust arrangements for asset protection and inheritance tax mitigation. Our solutions include bare trusts, discretionary trusts, and interest-in-possession structures tailored to family circumstances while complying with current tax legislation.
Inheritance Tax Solutions
Our tax planning experts develop strategies to reduce inheritance tax liabilities through investments, trust structures, and lifetime gifting. We coordinate with legal professionals to ensure comprehensive estate planning aligned with your wealth preservation objectives.
Investment Management
We create diversified investment portfolios matching your risk profile and financial goals. Our strategies incorporate ISAs, OEICs, and tax-efficient vehicles while maintaining regular performance reviews and adjustments to market conditions.
Business Protection
We implement keyman insurance, share protection, and relevant life plans for business continuity. These solutions safeguard companies against financial loss from partner incapacitation or death, ensuring operational stability during transitions.
People
John Davies
Principal Financial Advisor
With over four decades in financial services, John established his consultancy in 1980. He specialises in complex pension transfers and tax-efficient investment strategies, maintaining strong client relationships through transparent communication and ethical advice.
Adam Dawe
Financial Advisor
Qualified with a Level 4 diploma in financial planning, Adam brings expertise from major banks and AXA Wealth. He focuses on aligning financial strategies with client ambitions, particularly in mortgage solutions and protection policies.
Samantha Davies
Financial Advisor
Samantha specialises in wealth management and risk protection, offering strategic guidance for retirement planning. Her approach combines technical knowledge with clear communication to help clients achieve financial objectives through structured investment programmes.
Questions
What financial services do you offer?
We provide pension planning, trust advice, inheritance tax solutions, investment management, personal insurance, and mortgage advice tailored to individual needs.
How long have you been in business?
With over 40 years' experience, John Davies Financial Consultancy has been serving clients since 1980.
Are you qualified financial planners?
Our team includes Level 4 qualified financial advisors regulated by the Financial Conduct Authority.
Do you serve businesses as well as individuals?
Yes, we offer business protection, keyman insurance, and succession planning alongside personal financial services.
How do you personalise financial advice?
We develop customised strategies based on your specific circumstances, objectives and risk tolerance.
