Bond Dickinson Wealth appoints Gareth Davies as Wealth Manager
Chartered Financial Planner and Fellow of the Personal Finance Society, Gareth Davies, has joined the Bond Dickinson Wealth team. Gareth's experience gained in an accountancy practice and latterly Brewin Dolphin where he was divisional director will prove invaluable to the wealth management services Bond Dickinson (and its regulated subsidiary Bond Dickinson Wealth Limited) offers.
Alongside his advanced financial adviser qualifications Gareth is also an Affiliate member of STEP (The Society of Trust and Estate Practitioners). He brings with him over 15 years' experience advising clients on various financial planning matters and his expertise will be leveraged to further develop the team's work in investment, pensions and retirement advice, inheritance tax planning and investment portfolio reviews. Recent work for Gareth has included advising executives' transition from work into retirement, advice to individuals and Trustees in reviewing investment portfolios and advice to families on estate planning and inheritance tax.
The appointment of a new Wealth Manager reaffirms Bond Dickinson's commitment to providing private wealth clients with a comprehensive and integrated service. As part of the Bond Dickinson Wealth team Gareth will be providing independent fee based advice which will complement the legal services provided by Bond Dickinson LLP.
David Dale, Head of Bond Dickinson Wealth, commented: "We are delighted to welcome Gareth to the team. He has fantastic experience across various areas and will provide an invaluable asset to our current and future clients."
Commenting on his appointment, Gareth, said: "I feel privileged to be joining the renowned team of trusted advisers at Bond Dickinson Wealth and I'm very much looking forward to helping the firm's clients find the right solutions to help protect and grow their wealth. The essence of being a truly independent financial adviser is very important to me and that is not something that all firms can genuinely offer.
"The unique diversity of the offering at Bond Dickinson Wealth, alongside the full range of legal, tax and accounting services provided by Bond Dickinson LLP, allows the team to provide comprehensive and integrated solutions to suit a wide range of people and businesses."