Roger Davies is a Managing Director at Berg-Davies Associates Ltd at Berg-Davies Associates Ltd, Financial Consultants. He possess expertise in estate planning, inheritance tax planning, pensions, retirement planning, wealth management and 19 more skills.
Berg-Davies Associates Ltd, Financial Consultants
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Managing DirectorBerg-Davies Associates Ltd, Financial Consultants Jun 2011 - PresentFarnham, SurreyFinancial Consultants, specialising in Wealth Management Investments, Pensions, Inheritance Tax & Trust Planning, Business & Individual Protection Assurances.
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Financial Adviser, Company Secretary, & DirectorBalpa Financial Solutions Ltd Apr 2001 - Jun 2011West Drayton, Middx.In 2001 I joined the financial services arm of the British Airline Pilots Association (BALPA) as their Senior Financial Adviser, and in 2002 took on additional responsibilities as Company Secretary, and in 2004 was also appointed as a Director. During my time there I specialised in investment planning and wealth management, advising pilots and their families, the association’s trustees and charity trustees, on investment matters. My other specialist areas are Estate & Inheritance Tax Planning, Trusts & Trustee Investments, and Protection.
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Snr. Financial AdviserWoolwich Independant Financial Advisory Service Ltd 1989 - Apr 2001Guildford, Aldershot, Southampton & West Malling
Roger Davies Skills
Roger Davies Education Details
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Chartered Insurance InstituteDip.Pfs -
Chartered Insurance InstituteFinancial Planning And Services
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Honours -
Richard Hale, Hertford
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The Gilberd, Colchester
Frequently Asked Questions about Roger Davies
What company does Roger Davies work for?
Roger Davies works for Berg-Davies Associates Ltd, Financial Consultants
What is Roger Davies's role at the current company?
Roger Davies's current role is Managing Director at Berg-Davies Associates Ltd.
What schools did Roger Davies attend?
Roger Davies attended Chartered Insurance Institute, Chartered Insurance Institute, University Of Wales, Bangor, Richard Hale, Hertford, The Gilberd, Colchester.
What are some of Roger Davies's interests?
Roger Davies has interest in Clay Pigeon Shooting, Music, Motor Racing.
What skills is Roger Davies known for?
Roger Davies has skills like Estate Planning, Inheritance Tax Planning, Pensions, Retirement Planning, Wealth Management, Financial Advisory, Income Protection, Investments, Wealth, Strategic Financial Planning, Investment Advisory, Finance.
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Roger Davies
Greater Brighton And Hove Area4yahoo.co.uk, marks-and-spencer.com, johnlewis.co.uk, outlook.com -
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Roger Davies
Virtual Hr Director, Mentor And Change Manager, Helping Businesses Deliver Practical, Focused HrGloucester1btinternet.com
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