Advisers, is this your profile? Click here to confirm and add details

James Davis

James Davis of Davis Wealth Management Limited is based in Leeds. James has up to 17 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF1 Director (AR)
CF30 Customer
CPD4 - Personal recommendation on retail investments (not broker funds)

Previous Employment:
Regency Wealth Ltd19/03/2015 to 17/02/2020
Bank of Scotland plc17/09/2007 to 28/02/2012
Halifax Plc14/02/2007 to 17/09/2007
My Pension Expert