Michael Davies
Investment Management (CISI), Investment Advice Dip (CISI), Retail Advice & Planning (CISI), UK Regulation & Ethics (CISI), Investment Risk & Taxation (CISI)
Based between Nottingham and London, Michael joined the finance industry in 2020 having been personally selected by the former Founder & CEO of Ascot Lloyd - Richard Dunbabin. Now as a Partner of St. James's Place, Michael gives advice on reaching your financial goals and leaving a legacy.
About
In launching the Practice, Michael is honoured to be culminating 10 years of study, 5 years as an Associate of the Chartered Institute for Securities & Investment and experience at a previous leading financial advice firm which has allowed him to set up his own Partner Practice of St. James's Place, one of the largest wealth management companies in the UK.
One of the reasons Michael is so passionate about the Practice is that he is a great believer in education, knowledge, investment planning and giving back. He also believes that our financial life is affected by our emotional life and this means conversations with someone trusted who can give an objective viewpoint is crucial and an often missed asset of having an adviser.
The Partner Practice 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. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
