Roger Davis
Director and Principle Financial Adviser at Avidity Wealth Management- Claim this Profile
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Bio
Rachel Debenham
Roger is an effective and reliable financial advisor. Providing clear concise and professional advice at all times. I have used his services both for personal and business advice and have already recomended him to several of my clients
LinkedIn User
Since instructing Roger to take over, evaluate and assist with various existing company schemes I have been very pleased with the results. His impartial advice and total ownership from conception to regular reviews is very beneficial to me and the business. He has a "can do" attitude and always responds very quickly to questions or requests for information.
Rachel Debenham
Roger is an effective and reliable financial advisor. Providing clear concise and professional advice at all times. I have used his services both for personal and business advice and have already recomended him to several of my clients
LinkedIn User
Since instructing Roger to take over, evaluate and assist with various existing company schemes I have been very pleased with the results. His impartial advice and total ownership from conception to regular reviews is very beneficial to me and the business. He has a "can do" attitude and always responds very quickly to questions or requests for information.
Rachel Debenham
Roger is an effective and reliable financial advisor. Providing clear concise and professional advice at all times. I have used his services both for personal and business advice and have already recomended him to several of my clients
LinkedIn User
Since instructing Roger to take over, evaluate and assist with various existing company schemes I have been very pleased with the results. His impartial advice and total ownership from conception to regular reviews is very beneficial to me and the business. He has a "can do" attitude and always responds very quickly to questions or requests for information.
Rachel Debenham
Roger is an effective and reliable financial advisor. Providing clear concise and professional advice at all times. I have used his services both for personal and business advice and have already recomended him to several of my clients
LinkedIn User
Since instructing Roger to take over, evaluate and assist with various existing company schemes I have been very pleased with the results. His impartial advice and total ownership from conception to regular reviews is very beneficial to me and the business. He has a "can do" attitude and always responds very quickly to questions or requests for information.
Experience
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Avidity Wealth Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Director and Principle Financial Adviser
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Apr 2009 - Present
We specialise in providing tailored financial advice for individual and family clients. Our aims are simple and are focused solely on helping our clients:-• fully understand and organise their financial arrangements, • to create, build and protect capital and assets,• by providing tailor made financial solutions to their problems,• fully achieve their desired lifestyle objectives and financial goals.• stay informed and ahead of changing market conditions.By building successful, long term, relationships our clients can enjoy and prosper from a ‘second to none’ financial management experience. By removing the complexity and difficulties of financial planning, our assistance enables clients to relax in the knowledge their finances are in order leaving them to ‘live life’ and concentrate on what is really important to them.
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Director and Principle Financial Adviser
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Apr 2009 - Present
Avidity Employee Benefits is a well established team of financial advisers offering advice and assistance to the corporate market Working closely with directors, HR, administration functions and employees we provide highly personalised guidance on how to implement and/ or manage the most effective employee benefits structure. We assist clients by keeping them advised in changes in regulation to make sure that are always fully informed and ahead of any change in responsibilities.We understand what it takes to run a successful business and we work with the budget constraints of the business to provide and administer the most suitable employee benefits available. By providing on-going targeted communication to employees our clients benefit from a more informed and settled team of employees. We work with companies to ensure their benefits structure attracts the best available talent and retains and rewards existing staff. Ultimately we help employers ‘invest’ in their employees. We ensure that employees understand and value their benefits and that employers are able to see a genuine return on investment.
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Royal London
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United Kingdom
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Financial Services
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700 & Above Employee
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Senior Consultant
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Jun 2006 - Apr 2009
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Zurich Insurance
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Switzerland
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Insurance
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700 & Above Employee
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Senior Consultant
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Nov 2004 - Jun 2006
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AMP
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Australia
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Financial Services
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700 & Above Employee
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Broker Consultant
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Aug 1997 - Oct 2003
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Education
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University of Cambridge
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Berkhamsted Boys School
Community
