Ed Davies Dippfs

Paraplanner
at Chase de Vere

Ed Davies DipPFS, Certs CII(MP ER) has extensive experience in the financial services industry, currently serving as a Paraplanner at Chase de Vere since October 2017, where responsibilities include research, asset allocation, and report production for investment and pension businesses. Previously, Ed held paraplanning roles at Medical Money Management, focusing on high-risk financial products, and at Parker Kelly, providing investment and pensions research. Early career experience includes positions at The Chester Partnership, RSA, and Hesketh IFM Ltd/IFA Centre Ltd, where Ed developed skills in report writing, customer services, and administrative support. Ed holds a Diploma in Financial Planning and a Certificate in Equity Release from the Chartered Insurance Institute, along with an NVQ in Business Administration.

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Liverpool, United Kingdom

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