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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
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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.
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| Authorised and Regulated by the Financial Services Authority. |
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