Welcome to John Davies Investments and Mortgage Services LLP.
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.