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John Davies Financial Adviser - Ivybridge, Devon, South West

John Davies Financial Adviser, Financial Advisor, Financial, Pension advice, investment, Ivybridge, retirement planning Plymouth, Devon

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John Davies Financial Adviser - Ivybridge, Devon, South West | jdfc.co.uk Reviews

https://jdfc.co.uk

John Davies Financial Adviser, Financial Advisor, Financial, Pension advice, investment, Ivybridge, retirement planning Plymouth, Devon

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1

John Davies Financial Adviser - Ivybridge, Devon, South West

http://www.jdfc.co.uk/pages/our-services/investments-+-savings/67

Call us today on: 0845 370 0070 or 01752 896943. Everyone wants their savings and investments to be in the best place and to earn the most interest or achieve the highest income. Each of us will need different advice and where funds are invested will also differ according to your needs, objectives and importantly, attitude to risk. Call us on 01752 896943. And we can help. Individual Savings Accounts (NISA). OEICs (Open Ended Investment Company). National Savings and Investments (NS&I). For an investor, ...

2

John Davies Financial Adviser - Ivybridge, Devon, South West

http://www.jdfc.co.uk/site-map.php

Call us today on: 0845 370 0070 or 01752 896943. We're delighted to confirm the publication of the latest issue of Wealth Perspectives, our Client magazine. In this edition we bring you the views of Industry experts, from leading Pension and Investment companies, on the issues that might affect your finances. If you wish to discuss your finances or any of the issues raised in this edition of Wealth Perspectives, please get in touch. WHEN IS THE BEST TIME TO MAKE A PLAN? New JDFC website is released.

3

John Davies Financial Adviser - Ivybridge, Devon, South West

http://www.jdfc.co.uk/pages/our-services/inheritance-tax/72

Call us today on: 0845 370 0070 or 01752 896943. With careful planning inheritance tax can often be reduced or nullified. There are a number of ways to help mitigate Inheritance Tax (IHT) using annual allowances, discounted gift trusts, whole of life contracts and gifting. Individuals will be advised about the different strategies. (Please note - The Financial Conduct Authority does not regulate tax). Use these links to jump to the information you're interested in:. Bull; There are some gifts you can mak...

4

John Davies Financial Adviser - Ivybridge, Devon, South West

http://www.jdfc.co.uk/news.php

Call us today on: 0845 370 0070 or 01752 896943. Have a look at our latest market commentary May 2016. New JDFC website is released. Highly responsive - that's what we are and so is our new website! See our latest TOP TIPS on the hot topics. Read on because these matters could affect you - if you're unsure or want to make sure you're on the right track, contact us and we'll 'health check' your policies. WHEN IS THE BEST TIME TO MAKE A PLAN? The guidance and/or advice contained within the website is subje...

5

John Davies Financial Adviser - Ivybridge, Devon, South West

http://www.jdfc.co.uk/pages/our-services/at-retirement/70

Call us today on: 0845 370 0070 or 01752 896943. Personal Insurance - this could affect you and your family. We all hope it won't happen but there are 4 potential situation you could find yourself in:. 1 You or a family member could die. 2 You or a family member could become very Ill. 3 You or a family member may not be able to work for an extended period of time. 4 You or a family member could become unemployed. Us and let us review how well protected you are; 01752 896943. Whole of Life Policies. We wo...

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Call us today on: 0845 370 0070 or 01752 896943. John Davies has been advising his clients for over 38 years and is recommended by them as someone who knows how to plan on their behalf. You can expect a discreet service and advice that is right for you, your business and your life. John is supported by Adam Dawe who joined the practice in 2012 and their combined knowledge means you can expect a service that is honest and professional. He really understands people and his role is to align financial matter...

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