Stuart Davies
BSc (Hons) DipPFS CeMAP
With over 20 year’s experience in the financial services industry, 8 national award accolades (I was awarded the National Elite award in 8 consecutive years whilst working with Wesleyan for my contribution to the business.) and recognition within numerous NHS Hospital Trusts across South Yorkshire as a Trusted Partner for financial advice I pride myself and my company in providing an invaluable service to all of our clients. We plan holistically for all clients, incorporating your existing arrangements and addressing all areas that impact your short, medium and long term plans.
About
As the Director of SD Wealth Management there are two fundamental parts to my role. I oversee the effective running of the business ensuring the client experience and service is at the heart of everything that we do to meet and exceed expectations together with my continued passion of providing truly holistic personal and corporate financial planning solutions to new and existing clients.
My pledge to all our clients is that you come first. Meetings are held on a regular basis to review the ever evolving landscape of Financial Planning, Protection, Investment and Retirement planning and Estate and Inheritance Tax Planning with an aim to always meet your needs. The level of satisfaction may be judged by the fact that most of our new clients are as a result of personal recommendation by existing clients.
I am committed to ensuring that my own and my Practice staff’s industry knowledge remains relevant and current by placing strong emphasis on my own and my teams personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service together with the complete peace of mind of the St. James's Place Wealth Management Guarantee.
Outside of work I enjoy family time, walking my dog and a variety of sports and actively participate in a variety of charitable events to further aid the great work our St. James's Place Charity Foundation provides each year.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
