Our Team

Bruce Davies

Financial Planning

Associate Financial Planner Strategic Wealth Partners
Associate Financial Planner Strategic Wealth Partners

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.

Strategic Wealth Partners Independent Financial Advisers Kingston upon Thames Teddington Surbiton
Strategic Wealth Partners Independent Financial Advisers Kingston upon Thames Teddington Surbiton

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Strategic Wealth Partners is an Independent Financial Adviser based in Kingston upon Thames. IFA Kingston – Financial Advisor Kingston.

As an independent financial adviser, we’re able to provide independent and unbiased financial advice. We provide independent financial advice, pension advice, investment advice, inheritance tax planning and insurance advice.

Our clients value the service we provide and often recommend us to others.

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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.

CISI Chartered Firm Strategic Wealth PartnersCISI Chartered Firm Strategic Wealth Partners