Meet the Team
Adrian Davey
Financial Advisor & Managing Director
My Story
This is now my 35th year working in financial services. I have worked for many years advising doctor, dentists, and high net worth individuals on all areas of financial planning.
Over this time, I have been fortunate to meet and advise many families on their financial circumstances. It is rewarding to see financial strategies we implemented many years ago come into fruition. These include early retirement, investment objectives and over the longer term, passing wealth down to the next generation as efficiently as possible.
My philosophy is easy. Building trust and understanding each individuals’ needs and objectives, implementing a strategy to achieve what they want. I take time to listen and get to know you, helping to fine tune solutions, ensuring bespoke and tailored advice.
“I am a great believer in independent advice and hence this is core to my business.”
I thought I would share a quick insight in to my life.
I am lucky enough to be married to Lorna, a qualified primary school teacher now working as a Higher-Level Teaching Assistant, and we have two children, Henry and Harriet, whom are both secondary school teachers spread far and wide – one in Australia and one in Somerset. Oh joy!! Three teachers around the dinner table!!!
The youngest addition to our family is our cockapoo, Nelly. She brings us much fun and unending affection. A great addition to our family who shares our love of the sea.
We enjoy holidays and as long as I get to go skiing in the winter and have a bit of sunshine in the summer, I am content. We also enjoy walking by the coast, camping, and now that our children are independent, a bit more time for ourselves.
After a career working for big PLC’s and independent companies, I chose to set up my own company to ensure I could deliver the service I believe clients want and deserve, where they are the centre of the financial advice and the most important part of my business moving forward.
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.