01243 553546
Forum House Business Centre
Stirling Rd
Chichester
PO19 7DN
Please note that no investment decisions should be taken based upon the content of this site. Always take full individual advice first. Regulations governing tax rates and investments may change in the future. No responsibility is accepted for the accuracy or content of external websites. The information contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The value of investments and income can rise and fall in value. National Savings and Investments are not regulated by the Financial Services Authority. Paul Davis is an Appointed Representative of Financial Ltd, which is authorised and regulated by the Financial Services Authority. FSA Number 520951. Copyright Paul Davis 2011
Paul Davis is an independent investment adviser, who can advise clients on the following;
Savings Accounts and Cash ISAs
Investment ISAs
Pensions
Investment Bonds
Mutual Funds
Life and Pension Funds
Investment Trusts
Guaranteed Funds and Structured Products
Corporate Bonds
Gilts
Equities
Annuities including Enhanced Annuities
Member of the Chartered Insurance Institute (CII)
and the Personal Finance Society (PFS)
Qualifications;
Diploma in Financial Planning (CII)
Certificate in Financial Planning and Long Term Care (CII)
Certificate in Securities (CISI)
Firm FSA Number 520951
"I believe it is not possible to predict investment markets, interest rates, or inflation - so if this is not possible what can you do instead?
What you can do is ensure that your savings and investments are placed into areas that are suitable for you, with an Adviser that offers a genuinely independent bespoke advice service, not an "off the peg" solution.
My Service focuses on tax efficiency, suitability, and risk, ensuring that you feel comfortable that the solution is right for you, covering savings accounts, cash ISAs, National Savings, Gilts, Bonds, Investment Funds and Shares. I believe that savings and investments are for the long term, and investors should meet with their adviser annually to ensure their savings, pensions and investments still meet their needs."
Paul Davis, Dip. PFS, Investment Consultant
