Roger Davis

Roger Davis Email and Phone Number

Director and Principle Financial Adviser at Avidity Wealth Management @ Avidity Wealth Management
Roger Davis's Location
St Albans, England, United Kingdom, United Kingdom
Roger Davis's Contact Details

Roger Davis work email

Roger Davis personal email

About Roger Davis

Roger Davis is a Director and Principle Financial Adviser at Avidity Wealth Management at Avidity Wealth Management. He possess expertise in financial services, strategic financial planning, pensions, financial advisory, management and 15 more skills. Colleagues describe him as "Roger is an effective and reliable financial advisor. Providing clear concise and professional advice at all times. I have used his services both for personal and business advice and have already recomended him to several of my clients" and "Since instructing Roger to take over, evaluate and assist with various existing company schemes I have been very pleased with the results. His impartial advice and total ownership from conception to regular reviews is very beneficial to me and the business. He has a "can do" attitude and always responds very quickly to questions or requests for information."

Roger Davis's Current Company Details
Avidity Wealth Management

Avidity Wealth Management

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Director and Principle Financial Adviser at Avidity Wealth Management
Roger Davis Work Experience Details
  • Avidity Wealth Management
    Director And Principle Financial Adviser
    Avidity Wealth Management Apr 2009 - Present
    St Albans, Hertfordshire, Gb
    We specialise in providing tailored financial advice for individual and family clients. Our aims are simple and are focused solely on helping our clients:-• fully understand and organise their financial arrangements, • to create, build and protect capital and assets,• by providing tailor made financial solutions to their problems,• fully achieve their desired lifestyle objectives and financial goals.• stay informed and ahead of changing market conditions.By building successful, long term, relationships our clients can enjoy and prosper from a ‘second to none’ financial management experience. By removing the complexity and difficulties of financial planning, our assistance enables clients to relax in the knowledge their finances are in order leaving them to ‘live life’ and concentrate on what is really important to them.
  • Avidity Wealth Management
    Director And Principle Financial Adviser
    Avidity Wealth Management Apr 2009 - Present
    St Albans, Hertfordshire, Gb
    Avidity Employee Benefits is a well established team of financial advisers offering advice and assistance to the corporate market Working closely with directors, HR, administration functions and employees we provide highly personalised guidance on how to implement and/ or manage the most effective employee benefits structure. We assist clients by keeping them advised in changes in regulation to make sure that are always fully informed and ahead of any change in responsibilities.We understand what it takes to run a successful business and we work with the budget constraints of the business to provide and administer the most suitable employee benefits available. By providing on-going targeted communication to employees our clients benefit from a more informed and settled team of employees. We work with companies to ensure their benefits structure attracts the best available talent and retains and rewards existing staff. Ultimately we help employers ‘invest’ in their employees. We ensure that employees understand and value their benefits and that employers are able to see a genuine return on investment.
  • Royal London
    Senior Consultant
    Royal London Jun 2006 - Apr 2009
    London, England, Gb
  • Zurich Insurance Plc
    Senior Consultant
    Zurich Insurance Plc Nov 2004 - Jun 2006
    Zurich, Zurich, Ch
  • Amp Financial Services
    Broker Consultant
    Amp Financial Services Aug 1997 - Oct 2003
    Sydney, New South Wales, Au

Roger Davis Skills

Financial Services Strategic Financial Planning Pensions Financial Advisory Management Finance Employee Benefits Investment Advisory Savings Investments Retirement Planning Income Protection Retirement Inheritance Tax Planning Business Strategy Wealth Management Protection Critical Illness Wealth Financial Planning

Roger Davis Education Details

  • University Of Cambridge
    University Of Cambridge
  • Berkhamsted Boys School
    Berkhamsted Boys School

Frequently Asked Questions about Roger Davis

What company does Roger Davis work for?

Roger Davis works for Avidity Wealth Management

What is Roger Davis's role at the current company?

Roger Davis's current role is Director and Principle Financial Adviser at Avidity Wealth Management.

What is Roger Davis's email address?

Roger Davis's email address is ro****@****ail.com

What schools did Roger Davis attend?

Roger Davis attended University Of Cambridge, Berkhamsted Boys School.

What skills is Roger Davis known for?

Roger Davis has skills like Financial Services, Strategic Financial Planning, Pensions, Financial Advisory, Management, Finance, Employee Benefits, Investment Advisory, Savings, Investments, Retirement Planning, Income Protection.

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