Gareth Davies
Wealth Advisor at Womble Bond Dickinson (UK) LLP- Claim this Profile
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Bio
Emily Pike
Just off the phone to a mutual client who has some really complex financial needs and a desire for clear-headed, pragmatic advice. She has nothing but good things to say about Gareth who is guiding her through with his usual clarity and wisdom. Thanks for doing a great job, as ever!
Paul Donkin
Gareth is a skilled professional who takes time to really understand your needs before making any recommendations. This makes the decision to work with him very straightforward. Follow up and communication is a key strength and we look forward to many years of outstanding service.
Emily Pike
Just off the phone to a mutual client who has some really complex financial needs and a desire for clear-headed, pragmatic advice. She has nothing but good things to say about Gareth who is guiding her through with his usual clarity and wisdom. Thanks for doing a great job, as ever!
Paul Donkin
Gareth is a skilled professional who takes time to really understand your needs before making any recommendations. This makes the decision to work with him very straightforward. Follow up and communication is a key strength and we look forward to many years of outstanding service.
Emily Pike
Just off the phone to a mutual client who has some really complex financial needs and a desire for clear-headed, pragmatic advice. She has nothing but good things to say about Gareth who is guiding her through with his usual clarity and wisdom. Thanks for doing a great job, as ever!
Paul Donkin
Gareth is a skilled professional who takes time to really understand your needs before making any recommendations. This makes the decision to work with him very straightforward. Follow up and communication is a key strength and we look forward to many years of outstanding service.
Emily Pike
Just off the phone to a mutual client who has some really complex financial needs and a desire for clear-headed, pragmatic advice. She has nothing but good things to say about Gareth who is guiding her through with his usual clarity and wisdom. Thanks for doing a great job, as ever!
Paul Donkin
Gareth is a skilled professional who takes time to really understand your needs before making any recommendations. This makes the decision to work with him very straightforward. Follow up and communication is a key strength and we look forward to many years of outstanding service.
Experience
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Womble Bond Dickinson (UK) LLP
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United Kingdom
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Law Practice
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700 & Above Employee
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Wealth Advisor
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Aug 2016 - Present
Protecting and growing your wealth. Building long-term relationships. With over 200 years' experience advising private clients, we have supported families across generations. Our holistic approach is built on genuine trust, understanding and care. www.womblebonddickinsonwealth.com www.womblebonddickinson.com/uk/people/gareth-davies Protecting and growing your wealth. Building long-term relationships. With over 200 years' experience advising private clients, we have supported families across generations. Our holistic approach is built on genuine trust, understanding and care. www.womblebonddickinsonwealth.com www.womblebonddickinson.com/uk/people/gareth-davies
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RBC Brewin Dolphin
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United Kingdom
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Financial Services
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700 & Above Employee
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Divisional Director, Financial Planner
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Jan 2012 - Aug 2016
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Ryecroft Glenton
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United Kingdom
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Accounting
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1 - 100 Employee
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IFA at Portland Financial Management
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Aug 2006 - Dec 2011
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Education
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1998 - 2001
University of Newcastle-upon-Tyne
BA(Hons), Economics & Accounting -
1985 - 1998
St Edward's College, Liverpool
Community
