Nick-Davies_01

Nick Davies

Financial Adviser


Nick is one of Alexander House’s diploma qualified advisers and holds DipPFS, along with CeFA & CeMAP.

After leaving University, he pursued a career within Financial Services working at Aviva and beginning his training. Now he has over 15 years experience within the sector and has been advising clients for over 12 of those years. Nick is friendly and approachable and believes in delivering an excellent standard of service to his clients. A financial architect who helps people achieve their financial goals in life through solid planning and the highest standard of advice.

In his spare time, Nick loves nothing more than spending time with his family – including a very lively 4 year old son and Labrador puppy. He is a keen follower of football and enjoys playing his classical guitar whenever he has the chance.

He also loves to go on family holidays to his beloved Devon and Cornwall at least once or twice a year.

Specialism & Expertise
Nick has spent his career working predominantly as a financial adviser, having qualified in 2008. He has advised in a variety of areas, from investments to life protection and mortgages. Nick’s preferred area, and one he feels he specialises in, is Pensions and Retirement Planning having spent the majority of his advising career in this area. He is dedicated to helping people to achieve their financial goals now and in retirement.

Qualifications

  • BA Honours Degree (History)
  • DipPFS
  • CeFA
  • CeMAP