Our Team
Bruce Davies
Financial Planning
Delivering clear, professional and empathetic financial planning to help families make confident decisions about their future.
Get To Know Bruce
Bruce has nearly a decade of experience in financial services and has worked across a wide range of advice firms, from small owner-managed practices to large national organisations.
He is one of a small number of advisers in the UK to hold both Chartered Financial Planner and Certified Financial Planner™ status, the two highest professional qualifications in financial planning.
Bruce is driven by delivering high-quality, professional advice that genuinely enhances people’s lives. He places clients’ goals at the centre of the planning process and combines strong technical knowledge with a friendly, empathetic approach to help clients feel confident about their financial decisions.
Bruce lives in Canterbury with his wife, Asya. Outside of work, he enjoys spending time with family and friends, cooking, and following cycling and tennis.
Contact Us
If you've never worked with a financial planner before, we'll guide you through the process.
If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.
© 2026 Strategic Wealth Partners Limited.
Strategic Wealth Partners is an Independent Financial Adviser based in Kingston upon Thames. IFA Kingston – Financial Advisor Kingston.
Our clients value the service we provide and often recommend us to others.
Articles on this website are offered only for general informational and educational purposes. They are not offered as and do not constitute financial advice. You should not act or rely on any information contained in this website without first seeking advice from a professional.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Strategic Wealth Partners Limited is authorised and regulated by the Financial Conduct Authority FSR 784088. Company No. 10817804 (England & Wales). Registered Office: Station House, Station Approach, East Horsley, Leatherhead, England, KT24 6QX
0208 719 0686
team@strategicwealthpartners.co.uk
The Smith, 145 London Road, Kingston upon Thames, KT2 6SR
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Helping successful professionals reduce taxes, invest smarter and retire on their terms.
