Business Partners

To help clients further in financial areas outside pensions and investments, I work with other experienced professionals.  To find out if you may need their help and advice, arrange a meeting with Paul Davis today.

 

Personal Tax Advice and Company Accounts*

Making sure that you are paying the correct tax on your income or savings is essential.  Richard De Rosa at Harley Browne offers a comprehensive self assessment service and accounting service for the self employed and small businesses.

Richard previously worked at a senior financial level in a range of companies before setting up his own firm specialising in personal tax and company book-keeping.  CLICK HERE for more information, or call 0845 395 2913.

 

 

Wills, Probate, Lasting Powers of Attorney, Estate Planning*

Nicola Jones of APS Legal & Associates is an experienced professional having held various legal and financial positions throughout her career.  Nicola can assist in drafting and updating wills and lasting powers of attorney, ensuring that you benefit from peace of mind when it comes to decisions regarding your assets and family.

Nicola offers a fixed fee service plus a specially agreed discount for clients of Paul Davis.

Contact her directly on 01243 520012 or via Paul.

 

 

Mortgages and Life Cover

Adrian Foulks at Tailored Mortgages has 20 years experience in financial services behind him.  He is an independent broker offering advice on life insurance, general insurance and mortgages.  Tailored Mortgages offer initial reviews without charge or commitment and do not charge upfront fees.  (Commission or fees are due only once a mortgage completes).

Find out more HERE, or call Adrian on 01243 261945

 

 

Business Finance

Commercial Insurance

For the above, contact me for futher information.

 

* Please be aware that the services offered by the above business partners are not regulated by the Financial Services Authority.

 

Financial Network

Financial are an independent, family owned company, that offer Compliance services and advice to IFA firms.  I use Financial as my compliance specialists to ensure all advice is compliant with the regulator's rule book.  They also handle my FSA registration and licensing.  CLICK HERE for more information.