Senior Partner Practice of St. James's Place Wealth Management
Having worked as an IFA in Stourbridge and the surrounding area for over 20 years, Paul joined St. James's Place Wealth Management in 2005. As the founder of PD Financial Management Limited, Paul is focused on the ongoing growth and success of the business. Being a Senior Partner Practice Paul has developed close relationships with trusted professional connections to ensure Private and Corporate clients alike receive appropriate tax and legal advice throughout the wealth management process. His focus is on developing bespoke solutions and longstanding relationships, with many clients engaging his services over prolonged periods of time addressing a variety of “life events” and business needs.
Paul works closely with Private Clients creating strategies to protect family capital, mitigate Inheritance Tax and provide Intergenerational Planning, as well as advising Family Trusts and Family Investment Companies. He strives to help clients understand the management of capital and the relationship between capital and income, particularly in conjunction with Later Life and Retirement Planning.
He has worked closely with business owners in the SME space and assisted with the needs of developing businesses over their duration, protecting owners, maximising capital extraction and minimising tax as well as steering owners through a variety of succession strategies including management buy outs (MBO’s), structured management buy ins (MBI’s) and outright sales. In addition, he has provided HR support services and helped businesses deal with changing legislation in the pension planning arena.
Areas I specialise in: Investment Planning | Pension Planning | Estate Planning | Aspects of Business Exit Planning | SIPP/SSAS | Intergenerational Wealth Management
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Contact Paul Davies DipPFS - Director, Financial Adviser
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
PD Financial Management Limited is registered in England and Wales, Number 5123232. Registered Office: The Auction House, 87-88 St. John's Road, Stourbridge, West Midlands, DY8 1EH.