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Chris Davies

Client Adviser at Y TREE

Chris Davies has a diverse work experience in the financial planning and wealth management sector. Chris started their career as a Trainee Wealth Adviser at Towry Investment Management in 2012 and worked there until 2013. Chris then joined Towry as an Associate-Client Services from 2010 to 2013. In 2013, they became a Financial Planner & Wealth Manager at Towry, where they provided expert financial advice to private individuals, families, and trustees. Chris held this position until 2017. From 2017 to 2022, they worked at Tilney Group, initially as a Financial Planner and later as a Financial Planner - Director. Currently, they are working as a Client Adviser at Y TREE, starting from 2022.

Chris Davies attended the University of Southampton from 2004 to 2007, where they pursued a degree in Sports Science. Following this, from 2007 to 2010, they attended the College of Law - Guildford, where they studied Law and graduated with a degree in Law.

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Timeline

  • Client Adviser

    May, 2022 - present