Get a consultation
Davidson Pert Financial Associates Ltd are a well established practice. We cover the Warwickshire and surrounding counties area. We offer an initial no obligation consultation, in order to assess your current situation and your needs and requirements moving forward.
Not only will I help you with your short term goals such as buying a house or remortgaging, I would help you plan for your long term future including retirement planning and saving for your children’s futures.
I believe financial planning should be accessible to everyone no matter what your wealth or experience is and with that in mind I would take time to review your existing circumstances and to build a trusted, personalised and holistic plan to help you towards planning a secure future for you and your family.
Should you chose to work with me I would keep in regular contact with you and meet with you at least once a year or more often should your circumstances dictate. I will be available for any queries or concerns you may have at any other time between our meetings.
Prior to becoming an adviser, I was also a fully qualified paraplanner and was responsible for compiling recommendations and reports in all areas of financial planning. I specialise in mortgages and protection and have a wealth of experience in these areas.
I prioritise forming long-term trusted relationships with clients and embrace the highest levels of professional standards. I recognise that each of my clients have unique circumstances that require a bespoke service tailored to their individual needs and I am qualified to advise in all areas of financial planning.
• Growing and preserving wealth – whether you have plans in place or you are yet to start. We will conduct a full review and check if you are on track to meet your goals
• Mortgages – if you already have a mortgage or are looking to buy your first home, we can help you. We offer a comprehensive range of first charge mortgages from across the market, which lenders make available to mortgage intermediaries. We can help you find the right mortgage best suited to your needs and circumstances.
• Protecting your family and your wealth – protection is often overlooked and can be seen as dead money. We can provide you with a solution to meet your budget and protection needs.
• Retirement Planning – we will review and project your existing pensions ta assess if you are on track to have the retirement you deserve. If you don’t have any plans in place we can assist you in getting a plan set up.
The Advisers at Davidson Pert are supported by the experienced administration and technical team at their Warwick office.
The team ensure the smooth day to day running of the Practice which encompasses all areas of business administration, including the processing of new business, compliance and dealing with existing and new clients on a daily basis.
The support team will be your first point of contact for many day-to-day administrative queries and have formed good working relationships with many clients.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place may fall as well as rise. You may get back less than you invested.
Davidson Pert Financial Associates Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.
- Insurance & protection
- Financial planning
Dip PFS Certs CII (MP & ER)