Nicholas Davies

Nicholas Davies

Henry Davies Wealth Management Ltd

Minimum savings/pensions: Any amount

0330 038 8942
Based in Telford
View location

Verified since: February, 2025

5 out of 5

11 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 May 2025

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

  • Recent Client Reviews

    Nicholas has not received any reviews in the last 12 months

    Nicholas has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 11 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

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

  • Transparent Fees

    Fees not yet added

    Nicholas has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 May 2025

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

  • Recent Client Reviews

    Nicholas has not received any reviews in the last 12 months

    Nicholas has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 11 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

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

  • Transparent Fees

    Fees not yet added

    Nicholas has not yet added their fees to their profile

I have provided financial advice to clients for over 38 years regulated by the Financial Conduct Authority. My previous roles have included being a director of a national company and a Development Manager for one of the largest independent financial firms in the Midlands. In June 2015, I became a Fellow of the Personal Finance Society, the highest accreditation the society awards. Becoming a Fellow of the Personal Finance Society shows that you have attained and maintained the most prestigious level of professional achievement. Designation being FPFS. As a Chartered Financial Adviser my key areas of expertise are: Savings and Investments. ISA’s & General Investments, Onshore & Offshore Bonds Pension & Retirement advice. Including saving for your retirement, at retirement options & choices and decumulation in retirement. Flexible Access Drawdown. Open Market Annuities. Estate Planning. Inheritance Tax Planning. Trust Planning.

Offers available through VouchedFor

Contact Nicholas through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£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 Nicholas's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

Reviews of Nicholas

Are you a client of Nicholas? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.