A Chartered Financial Planner offering Independent Financial Advice. Making the right choices for high net worth clients in Harlow, East Herts, West Essex and nationally.
Jonathan Davis WM
Chartered Financial Planner
offering
Independent Financial Advice
Managing Wealth for Clients
East Herts/West Essex and Nationally
0845 862 2919
Impartial Independent Financial Advice
Jonathan Davis WM offer impartial independent financial advice to high net worth private clients. Based near Harlow, with London offices, Jonathan's clients come from around the country.
A high profile Chartered Financial Planner IFA often interviewed on TV, radio, national and local press, Jonathan Davis is a very rare wealth manager these days, he is a fee charging IFA and has made money for his clients in the last three years.
Jonathan Davis says...
I am passionate about finance, wealth management, markets and economics.
The way to make money in markets in the long run is not to lose it after you've made it.
I tell clients what they need to hear and not just what they want to hear.
Even though the vast majority of families have lost money since 2007, not one of our clients has.
Services
Wealth Preservation
Financial Planning
high to very high income earners
Investment Management
trusts,
stocks,
pensions,
ISAs, PEPs,
UK & Offshore
Tax Planning
income tax,
CGT,
inheritence tax
Retirement Planning
Regular Reports
24/7 Online Portfolio Tracking
Fees for advice
Jonathan Davis WM are a fee charging Wealth Manager and IFA, and a fee structure is agreed with clients before acting on their behalf. As a fee charging IFA and Wealth Manager, clients can be sure that any advice given is for their benefit and not for the most commission.
Clients not Customers
Jonathan Davis WM are Chartered Financial Planners who look after clients, primarily with investment portfolios in excess of £250,000 and/or 6 figure annual income. They offer a dedicated and discrete service, offering great value and financial expertise second to none with a proven track record.
For one of the best financial advisors in the Harlow area, offering high net worth clients a professional and consistent results:
Jonathan Davis WM
Chartered Financial Planner
offering
Independent Financial Advice
Managing Wealth for Clients
East Herts/West Essex and Nationally
0845 862 2919
(offices near Harlow and London)
Please mention The Best of Harlow when calling Jonathan Davis WM Chartered Financial Planners for Independent Financial Advice. One of the best fee charging IFA s and Wealth Managers in the Harlow Area, covering East Herts, West Essex and around the country.