Davidson Pert Financial Associates Limited

Contact Gerald Slora

Davidson Pert Financial Associates Limited

Most of our clients need financial advice that is simple and easy to understand.

The goal is to take the complexity out of growing your financial wealth so that you can enjoy the rewards of working hard.

We allow you to focus on your family and career whilst guiding you towards your financial goals.

Our regular reviews ensure you use annual allowances to avoid paying unnecessary tax and monitor if your investments are on track.

A no obligation initial financial health check will take stock of the current situation so we can tailor a financial plan to take you on the path towards financial freedom and prosperity.

The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.

Davidson Pert Financial Associates Limited is an appointed Representative of and represents only St. James's Place Wealth Management plc (which is regulated and authorised by the Financial Conduct Authority).

8 Corunna Court, Corunna Road, Warwick CV34 5HQ