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Gerry Davies Email & Phone Number

Independent Financial Adviser at Balance Financial Planning
Location: Claygate, England, United Kingdom 8 work roles 2 schools
1 work email found @theslice.co.uk LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email g****@theslice.co.uk
LinkedIn Profile matched
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Current company
Role
Independent Financial Adviser
Location
Claygate, England, United Kingdom

Who is Gerry Davies? Overview

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Quick answer

Gerry Davies is listed as Independent Financial Adviser at Balance Financial Planning, based in Claygate, England, United Kingdom. AeroLeads shows a work email signal at theslice.co.uk and a matched LinkedIn profile for Gerry Davies.

Gerry Davies previously worked as Senior Digital Project Manager at Space01 and Project & Operations Manager at The Slice. Gerry Davies holds Bachelor'S Degree, Economics And Politics, 2 (Ii) from Royal Holloway, University Of London.

Company email context

Email format at Balance Financial Planning

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gdavies@theslice.co.uk
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Profile bio

About Gerry Davies

Family circumstances, and a drive to continually improve myself have led me on a new and exciting career path into financial advice. Having passed the Diploma for Financial Advisers in 2022, and completed an extensive amount of regulation specific training, I launched Balance Financial Planning in early 2024. Our goal is to provide our clients with sound independent advice and financial well-being, through considered tailored financial plans that balance client needs today, with safeguarding their financial future.Beyond the world of finance, you'll find me indulging in my passions for cycling and hockey. In the winter I’ll be either playing hockey or coaching the juniors at Old Cranleighans Hockey Club and when the season is over, I’m on the bike riding the Surrey Hills or the great climbs of the Tour de France. I am still a committed wingman to my son who has autism and ADHD. The work life balance has paid off and fortunately he’s now thriving. I live in Claygate, Surrey with my daughter and very supportive wife.If you have financial advice needs, please get in touch and we can chat through how I can help.

Listed skills include Management, Digital Project Management, Operations Management, Project Management, and 32 others.

Current workplace

Gerry Davies's current company

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Balance Financial Planning
Balance Financial Planning
Independent Financial Adviser
AeroLeads page
8 roles

Gerry Davies work experience

A career timeline built from the work history available for this profile.

Senior Digital Project Manager

Guildford, United Kingdom

Space are a digital marketing and communications agency with a passion for all things financial. With a unique blend of skills we’ve built underwriting engines, wealth management platforms, marketing and transactional websites; created advertising campaigns, communications strategies and global rebrands for a host of UK and global financial services companies. My key projects• Guardian Financial Services – designed and built this life insurers digital offering including adviser registration, quote, apply and underwriting journey, adviser dashboard functionality as well as a marketing website and on and offline brand assets, documentation and corporate brochure. An extensive project requiring close collaboration with third party suppliers and constant communication with the various stakeholders throughout their business.• Santander – produced an investment & savings micro site focused on educating ISA savers on the cash and/or stocks & shares ISA options they have based on their financial goal and timeframe. Space produced wireframes and designs and I worked with Santander’s external agency on the build and implementation. • BNP Paribas Asset Management – created a global brand and focused communications strategies, all of which involved interviewing senior stakeholders across the globe and working closely with the clients marketing teams.• Stonehage Fleming - global rebrand and creation of digital and offline marketing assets including website, corporate brochures, stationery and office signage.

Feb 2015 - Dec 2021

Project & Operations Manager

Redhill, United Kingdom

The Slice Ltd is an affiliate network and digital performance marketing agency, established in 1993, specialising in cost per acquisition financial lead generation. Key responsibilities include:• Technology Oversight & Project Management - managing and analysing the IT function to ensure the company’s infrastructure is robust, safe from hackers and is being used effectively to aid the performance of The Slice and its employees. Managed the creation of lead generation websites (front & back end) where the goal is to maximise the revenue gained from a lead using the pingtree software. • Performance Analysis - Review and analyse email and paid search traffic sources including creative and landing pages to maximise conversion rate and ROI.• Client Management – ensuring clients expectations are met and exceeded where possible in relation to services, volume, quality and value. • Company Management – overview the accounts processes, policies and performance. Dealing with any legal disputes as well as client contract agreements. Provide strategic review of current campaigns and future prospects. • Human Resources – handling recruitment, individual performance & salary reviews for direct reports.

Jul 2007 - Nov 2014

Project Manager & Financial Controller

Clapham, London

Pocket London produce high quality visitor guides to London providing essential street and tube maps along with attractions and event information. Over 1 million copies were being produced each year for London hotels & exhibitions. I joined company at the very start, before the first copy was published.• Managing the production of all nine projects, including design, advertising, sales staff and contributors, ensuring guides were proofed and delivered to the printers on time. • Buying, planning and managing the print jobs as well as co-ordinating the deliveries to hotels and exhibition venues.• Managing staff, dealing with contracts, hiring, appraisals and HR issues. • Writing & editing the guides along with selling advertising and selling the product into hotels and exhibitions.• Running the day to day accounts, producing monthly financial statements, managing quarterly budgets, preparing end of year figures for presenting (results) to investors, MD and auditors.

Oct 2001 - Jun 2007

Sales Manager & Financial Controller

Clapham, London

My primary functions were to increase distribution of the Pocket London Guide, improve on previous year’s sales and expand our product base, which I did by creating the London City Airport Guide and Timetable along with the London International Wine & Spirits Fair Pocket Guide. Also to ensure full potential was reached within the sales team. My other role as Financial Controller was to run the financial administration which was often a cash-flow juggling act, trying to keep suppliers, Inland Revenue and staff salaries paid within reasonable time.

Oct 1999 - Sep 2001

Sales Executive

Clapham, London

Selling advertising in the first ever issue of the Pocket London Guide. Typically cold calling central London restaurants and attractions to convey the merits of a quarterly guide aimed at the London’s tourist market. Although sales were difficult on the first few issues, persistence and determination gave their rewards.

Sep 1997 - Sep 1999

Sales, Operations And Finance Executive

Penny Publishing

Clapham London

Part time role in a small publishing company focusing on humorous books based on the famous Oxford & Cambridge University Colleges. The role involves organising the sales, distribution and accounting elements of the business and advising the director with progress, profitability and future prosperity of the company.

Sep 1998 - Jan 2006

Administration Assistant

Employed to reduce the workload in the Immigration and Nationality Directorate, dealing with asylum seekers from East Africa. Skills gained: discussing and negotiating with solicitors, client-handling skills in dealing with asylum seekers, ability to be detailed and precise to endorse passports.

Feb 1997 - Aug 1997
2 education records

Gerry Davies education

Btec National Diploma, Business And Finance.

Highbury College Of Technology
FAQ

Frequently asked questions about Gerry Davies

Quick answers generated from the profile data available on this page.

What company does Gerry Davies work for?

Gerry Davies works for Balance Financial Planning.

What is Gerry Davies's role at Balance Financial Planning?

Gerry Davies is listed as Independent Financial Adviser at Balance Financial Planning.

What is Gerry Davies's email address?

AeroLeads has found 1 work email signal at @theslice.co.uk for Gerry Davies at Balance Financial Planning.

Where is Gerry Davies based?

Gerry Davies is based in Claygate, England, United Kingdom while working with Balance Financial Planning.

What companies has Gerry Davies worked for?

Gerry Davies has worked for Balance Financial Planning, Space01, The Slice, Pocket London, and Penny Publishing.

How can I contact Gerry Davies?

You can use AeroLeads to view verified contact signals for Gerry Davies at Balance Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Gerry Davies attend?

Gerry Davies holds Bachelor'S Degree, Economics And Politics, 2 (Ii) from Royal Holloway, University Of London.

What skills is Gerry Davies known for?

Gerry Davies is listed with skills including Management, Digital Project Management, Operations Management, Project Management, Lead Generation, Ppc, It Management, and Affiliate Marketing.

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