Tim Davies

With three years of experience in the financial services industry, I began my career at St. James’s Place. During my time there, I worked closely alongside a Principal Adviser, gaining invaluable insight and hands-on experience in delivering high-quality financial advice.

My approach to financial advice is rooted in building strong, trust-based relationships with clients. I believe in taking the time to understand each individual’s goals and circumstances, and then tailoring clear, practical strategies to help them achieve financial security and peace of mind.

I provide advice across a range of areas including retirement planning, investments, protection, and estate planning. My aim is always to make the process simple, transparent, and aligned with what’s most important to my clients.

Outside of the office, I’m a big believer in keeping active. I enjoy spending time in the gym, playing golf, and heading to the mountains for a good hike.