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  Welcome to John Davies Investments and Mortgages

Welcome to John Davies Investments and Mortgages.My mission is to offer high quality, unbiased Independent Financial and Mortgage advice.

We are a family firm with my wife Alison being our office manager and John Andrew my fellow IFA


I have over 35 years in the financial services industry, including having been initially an Abbey National Manager, at their branch in Oswestry, for 13 years. I have been an independent for 10 years.

I offer a free, preliminary consultation via visit to my office, e mail or phone. I deal with all aspects of personal finance, including mortgages and equity release; investment planning, pensions; tax efficient savings plans encompassing inheritance tax planning and family protection advice.

I have lived in the area for many years and am a past president of the local Rotary and Round Table clubs.

 
Authorised and Regulated by the Financial Services Authority.
 

 

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - Money Made Clear - please click here

30 Salop Road, Oswestry. Shropshire, SY11 2NZ Principal : John Davies