Welcome to John Davies Investments and Mortgage Services LLP.
To all of our clients; we aim to remain available over the coming weeks, although for obvious reasons will be available only via phone, email or messenger rather than ‘face to face’.
We intend to maintain an office presence (phone 01691 680845) however there may be occasions where the office is not manned. Therefore for immediate responses please contact:
Here’s wishing you all well.
John Davies Investment & Mortgage Services team.
Our mission is to offer high quality, unbiased Independent Financial and Mortgage advice.
We are a family firm with my wife Alison being our main independent financial advisor, and my son Marc who has joined the firm and advises on mortgages and equity release.
I have over 40 years in the financial services industry, including having been initially an Abbey National Manager, at their branch in Oswestry, for 13 years. I have been an independent financial advisor for over 15 years.
We offer a free, preliminary consultation via visit to the office, e mail or phone. We deal with all aspects of personal finance, including mortgages and equity release; investment planning, pensions; tax efficient savings plans encompassing inheritance tax planning and family protection advice. We also offer a Will writing and Lasting Powers of Attorney service.
The office is conveniently situated in the main shopping area and close to the central car park.
John Davies is a retired Bank Manager with over 40 years in financial services, with 15 years as an Independent Financial Adviser.
He is well known in the local community, being a Past President of Oswestry Rotary Club; Past Chairman of Oswestry Round Table and Past President and Treasurer of Oswestry Rugby Club.
Alison Davies is now our principal adviser. She was a Manager at the Chester branch of Abbey National (now Santander) and has over 25 years experience in financial services joining the firm over 9 years ago. Alison is a local school govenor and has been president of the local Business and Professional Women’s (BPW) group.
Marc Davies is a fully qualified mortgage and equity release adviser, and also provides Will writing and Lasting Powers of Attorney services. Marc continues to study towards becoming a fully qualified IFA, and has a background working in education as a lecturer and teacher.
Sheanne Markham is the office administrator and receptionist. Before joining John Davies Investments she worked for several years as a manager in retail.
- Mortgage advice
- Equity Release
- Protection including; Life insurance, Critical Illness, Income Protection, Mortgage Protection…
- Pensions advice including drawdown and annuities
- Investments & Savings
- Financial planning
- Wills & Lasting Powers of Attorney
The firm offers advice on all aspects of financial services, including Investment and Savings; Mortgages and Equity Release; Pensions and Inheritance Tax Planning.
As an IFA, a fee or commission method of payment for services is offered, with a free, initial consultancy in either case.