Davey Wealth Management Ltd offers bespoke wealth management. We ensure that relationships are built to last, even through future generations. By building long term relationships, we are able to earn trust and ensure peace of mind that your financial circumstances are managed in a truly bespoke and independent manner. Based in Devon, we provide financial solutions for clients throughout the South West and beyond!
We pride ourselves with offering impartial independent advice to manage and provide an excellent ongoing service.
The continued relationship is so important to ensure that the objectives you originally planned for are still being met. Inevitably, over your lifetime, your needs and objectives will change and we will be there to help you manage this. We deliver a truly independent and impartial financial planning service, providing the best solutions to private and corporate clients along with trustees and attorneys.
We offer a full range of financial services to our clients, their families and friends.
Please take a look through our website to see how we work and find out more about Adrian Davey, our Managing Director and Financial Advisor, with over with 30 years experience in Financial Services.
Davey Wealth Management Ltd. Registered Office: C/O Lowe Henwood, The Lodge, 149 Mannamead Road, Plymouth PL3 5NU
Registered in England & Wales No.12380133 Davey Wealth Management Ltd is an appointed representative of Vision Independent Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Number 487395. This can be verified by visiting the Financial Services Register.
The guidance and/or advice contained within this website is subject to the UK Regulatory regime and is therefore aimed at customers in the UK. The Financial Conduct Authority does not regulate Inheritance Tax and Estate Planning, Wills, Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts.
The future value of investments can fall as well as rise and is not guaranteed.