Davies Wealth Management Ltd was established in 1991, when its Director Kevin Davies accepted an invitation to join St. James's Place Wealth Management.   

With offices in the West Country and in London we are able to provide advice to clients across the South of England.   

Davies Wealth Management Ltd is a Managing Partner Practice of the prestigious St. James's Place Wealth Management, one of the UK’s most prominent, award winning FTSE 100 organisations with its distinctive investment management approach.   

With over 30 years in Financial Services we recognise that clients expect excellent personal service from their Advisers. We are committed to building long-term relationships with our clients to help them achieve their ongoing goals. We work closely to form relationships based on trust and build an in-depth understanding of your finances.

DAVIES WEALTH MANAGEMENT LTD

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DAVIES WEALTH MANAGEMENT LTD

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