Welcome to Davis Financial Services

Davis Financial Services consider themselves to be one of the leading Financial Brokers in the South East. Our aim is to empower our clients to make appropriate financial decisions by providing impartial advice and guidance on the most suitable solutions to meet your financial needs.

Many of our clients are referred to us by existing clients who are happy with the level of service and individual attention they receive.

Property

Saving & Investments

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Property

Pension & Retirement Planning

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Property

Life, Serious Illness & Income Protection

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Property

Deposits

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Property

Personal Financial Review

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Why choose Davis Financial Services?

As Financial Advisers, it is our objective to do all the research for you and give you professional, impartial financial advice on a wide range of financial products and product providers. We achieve this by doing the following:

 

  • We assess your specific situation and explain your options.
  • After assessment of our clients’ financial needs, we source the right product to meet that need and provide advice on suitable providers.
  • We use experience and knowledge to search the market to find the best deal for our clients.
  • We read the small print and analyse the products.
  • We will provide you with sound advice in a personal, professional and discreet manner.
  • We are Financial Advisers regulated by the Central Bank which means that we are qualified to give you , professional advice and our business is sound and legally compliant.

It’s important that you’re satisfied and confident in the financial adviser you choose,
because it’s often the case that when you find the right adviser you’ll also find
the right mortgage, savings plan, pension or investment.

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