Independent Financial Planning Throughout the South West & South Wales
We are proud of the way we support our clients through their financial decision making, please find their stories below.
"I was working in Bristol over 10 years ago and met the owner of a finance company. I had become their client through a takeover. A meeting was arranged at my home and Alison Davis arrived. “ I guess she had drawn the short straw and so became my financial adviser”
With investments all over the place she has been diligent in condensing my assets where needed, but leaving certain good things as they were, not changing just for the sake of it.
Alison has moved on to three more companies since our first meeting to achieve her goal and have more scope in what she can offer her clients. Obviously I have followed her moves in my opinion she must be doing something right. Alison does a meticulous job in looking after my affairs and I am happy with my retirement plans and packages which she has suggested."
Mike H, Gloucester
“Following the Maxwell scandal in my early 20s, I distrusted Pensions and wilfully ignored them. My parents belief was that Financial Advisors played with your own money at your expense but I did use one to set up the correct insurances when my children were born. My first meeting with Alison was in my early 40s, on company time and I went purely to confirm that my parents were right.
How wrong I was!
Alison is a very good listener and a very diligent worker for me, always completing each action that comes out of our review meetings. She is naturally able to listen without judgement to beliefs, views and life updates, collaboratively extract financial aspirations and then set up financial vehicles to achieve them. Whether discussing tax-efficient savings or for-fun investments, Alison always gives control to me, whilst ensuring that I understand a product and it’s associated risk.
I was handed a settlement agreement out-of-the-blue at 53, after a successful career in electronics and I was amazed to calculate that I could actually retire! So now I am running my own business doing what I want to do, just because I can.
There is absolutely no way I would be in this position without the professional work and guidance of my financial advisor and true friend, Alison Davis.”
Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.
Alison Davis and Adrian James are authorised and regulated through Mulberry Wealth Management Ltd. Mulberry Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 499351.
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