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About Us

You can find information about us and our qualifications, and you can download our Terms of Business from this section.

We are members of SIFA, a trade association recognised by the Financial Services Authority that represents financial advisers who work closely with other professonals (solicitors and accountants).

Jeremy Davis, our Managing Director,  is a graduate with an MA and PhD from Magdalene College, Cambridge, and as a result has a close connection with the University. He also worked overseas for 12 years, and so has personal experience of being an expatriate, which helps when giving advice to expatriates.

Rebecca Lucas has the IMC specialist investment qualification, and the STEP qualification for financial advisers specialising in estate planning.

David Dwyer has the IMC specialist investment qualification, and is a pension specialist.

Meet the team