Mark Davies

Mark Davies

Charles Stanley

Minimum savings/pensions: Over £100,000

0121 366 8422
Based in Smethwick
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Top Rated 2026
Verified since: August, 2020
4.8 out of 5

120 reviews

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  • FCA status: Certified by Firm

    Last checked: 09 April 2026

    Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status

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    Recent Client Reviews

    Verified reviews: 100%

    Mark has received 35 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 16 April 2026

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I have been a Financial Planner since 1991, providing advice to high net worth personal and corporate clients that require lifestyle financial planning and seek a professional ongoing service. My particular interests include investments, pre and post retirement planning and Inheritance Tax planning. My client bank is very diverse including young professionals commencing their financial planning journey and those in later life completing theirs. It remains a privilege and responsibility to know so much about my clients private plans and their hopes and dreams. Over the years, I have found the key to been a good adviser has been the ability to listen and understand my clients as well as have sound technical knowledge. In my spare time you will find me pounding the fairways looking to reduce my golf handicap and am also a keen supporter of Wolverhampton Wanderers.