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Andrew J. Davies Dip Pfs profile image

Andrew J. Davies Dip Pfs

Senior Partner at D-A-S-H Consultancy
Intro Book
Seasoned financial planner with expertise in portfolio management and financial advisory.
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Location
Porthcawl, Wales, United Kingdom, GB
Skills
  • Portfolio Management
  • Financial Advisory
  • Strategic Financial Planning
  • Investment Strategies
  • Critical Illness
  • Show all
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Bio

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Andrew J. Davies is a seasoned financial professional with over 24 years of experience in portfolio management, financial advisory, and strategic financial planning. He holds a Dip PFS qualification and has worked with various companies, including Andrew Davies Wealth Management Ltd, Hawkins Thomas Wealth Management, and M.T.J Mogg Insurances.

Experience

  • D-A-S-H Consultancy
    • Porthcawl, Wales, United Kingdom
    • Senior Partner
      • Jan 2022 - Present
      • Porthcawl, Wales, United Kingdom

  • Hawkins Thomas Wealth Management, Partner Paractice of St. James’s Place Wealth Management
    • Porthcawl, Bridgend, United Kingdom
    • Associate Director
      • Nov 2017 - Jan 2022
      • Porthcawl, Bridgend, United Kingdom

      In November 2017, having successfully grown the total funds under management to in excess of £70m, I underwent a business merger and acquisition with Hawkins Thomas Wealth Management.I now work as part of a larger team and believe I have secured the future for myself, my clients and St. James's PlaceHawkins Thomas Wealth Management is a trading name of Hawkins Thomas Ltd

  • Andrew Davies Wealth Management Ltd
    • Porthcawl
    • Andrew Davies Wealth Management Ltd, Senior Partner Practice of St. James's Place Wealth Management
      • Aug 2005 - Nov 2017
      • Porthcawl

      Having been a successful Independent Financial Adviser, I accepted an invitation to become a Partner Practice of St. James's Place Wealth Management.In 2011 I qualified as a Senior Partner Practice.

  • ANDREW DAVIES WEALTH MANAGEMENT LIMITED
    • 12 Well Street, Porthcawl, Wales
    • Managing Director
      • Apr 1993 - Nov 2017
      • 12 Well Street, Porthcawl, Wales

      I established Andrew Davies Financial Services as an Appointed Representative of Scottish Amicable. In 2000 I changed from being a 'tied' agency to an IFA. During my IFA business I was registered under several networks - Bankhall, Investment Strategies and Inter AllianceIn 2005 I was invited to become a partner with St. James's Place Wealth Managment. In 2010 I gained Senior Partner status. In November 2017, having successfully grown the total funds under management within my practice to in excess of £70m I underwent a business merger and acquisition with Hawkins Thomas Wealth Management. I now work as part of a larger team and believe secured the future for myself, my clients and St. James's Place

  • M.T.J Mogg Insurances
    • Ogmore Vale
    • Financial Adviser - Employed
      • Jan 1983 - Apr 1993
      • Ogmore Vale

  • Undeb Insurance
    • Caerphilly
    • Manager
      • Jan 1982 - Jan 1983
      • Caerphilly

Education

  • Ogmore Valley Comprehensive School
  • 1976 - 1980
    Ogmore Comprehensive School
    Dip PFS, Financial Planning & Wealth Management

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