Bruce Davies Email and Phone Number
Bruce Davies work email
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Bruce Davies personal email
I provide comprehensive financial planning – spanning investments, pensions, insurance and tax – to help my clients meet their financial goals. I help them make sense of their money and arrange their resources to best meet their needs now and in the future.I have worked in financial advice since 2016 and am highly qualified as both a Chartered Financial Planner and Certified Financial Planner™. I am privileged to work with a diverse range of people, including young professionals at the beginning of their financial planning journey through to older clients planning to leave a legacy for their families and communities.Holden & Partners is a multi-award-winning firm of independent Chartered Financial Planners, based in London and serving client families across South East England. Our mission is to ‘help our clients plan for a sustainable future’ and we have a proven heritage in ethical investment advice. To demonstrate our commitment to people and planet alongside profit, we are proud to be an accredited B Corp.If you would benefit from more confidence and clarity about your financial future, please do message me to arrange an initial conversation at no cost.
Holden & Partners - Independent Financial & Investment Advice
View- Website:
- holden-partners.co.uk
- Employees:
- 26
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Chartered Financial PlannerHolden & Partners - Independent Financial & Investment Advice Jul 2023 - PresentLondon, England, United Kingdom
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Financial Planning AssociateHolden & Partners - Independent Financial & Investment Advice Mar 2020 - Jul 2023London, England, United Kingdom
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ParaplannerFoster Denovo Aug 2018 - Mar 2020London, United Kingdom -
ParaplannerSlone Capital Jun 2017 - Aug 2018London, United Kingdom
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EditorTaxbriefs (Part Of Centaur Plc) Feb 2012 - Jun 2017London, United Kingdom
Bruce Davies Skills
Bruce Davies Education Details
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Philosophy -
The Windsor Boys' School
Frequently Asked Questions about Bruce Davies
What company does Bruce Davies work for?
Bruce Davies works for Holden & Partners - Independent Financial & Investment Advice
What is Bruce Davies's role at the current company?
Bruce Davies's current role is Chartered Financial Planner at Holden & Partners.
What is Bruce Davies's email address?
Bruce Davies's email address is br****@****s.co.uk
What schools did Bruce Davies attend?
Bruce Davies attended University Of Essex, The Windsor Boys' School.
What skills is Bruce Davies known for?
Bruce Davies has skills like Publishing, Content Management, Online Publishing, Digital Media, Paraplanning, Retirement Planning, Report Writing, Financial Advisory.
Who are Bruce Davies's colleagues?
Bruce Davies's colleagues are Neil Sargeant, Emma Wilkinson, Dominic Clark, Apfs - Chartered Financial Planner, Sam Slack, Steven Graves, Nickie Craig, Reece Biggadike.
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1edfenergy.com -
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2hager.co.uk, hagergroup.com1 01 952 XXXXXX
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Bruce Davies
Greater Southampton Area
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