Stuart Davis

Stuart Davis

Capital Planning Partners Ltd

Minimum savings/pensions: Any amount

0330 038 8942
Based in Aldershot
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Verified since: June, 2025

4.9 out of 5

5 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 01 October 2021

    Stuart and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Stuart has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 11 June 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Stuart has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Stuart has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 01 October 2021

    Stuart and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Stuart has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 11 June 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Stuart has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Stuart has not yet added their fees to their profile

I don’t have enough time for that. I don’t understand what that investment is. How much should I be paying into my pension? How do I know where I am invested? These questions I hear a lot; I help clients to understand these questions. I help clients regain time so they can spend more time doing what they like to do. I help clients understand their investments and where they are invested. I help people to understand how much they need to have invested to utilise their allowance and to achieve their long-term objectives. As a Fellow of the Chartered Insurance Institute, I have worked hard on my knowledge to provide the best outcomes for the clients. I understand that the financial industry is ever changing, and this is why I have pushed myself to obtain the highest level of qualifications. I am married with two daughters who I like to spend my time with. I am often found in theme parks, although I don’t like rollercoasters. I am also an armchair football fan who believes I can do a lot better than the manager. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 11/06/2025

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Stuart's clients

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