Business Details
Trusted Financial Advisers in London
Davies Keig is a dedicated financial advisory firm committed to helping individuals, families, and businesses achieve their financial goals through personalized planning and expert guidance. With a focus on listening to clients' unique needs, we develop tailored strategies that address retirement planning, wealth management, tax efficiency, and protection against life's uncertainties. Our team combines extensive industry experience with a deep understanding of evolving financial regulations to deliver clear, jargon-free advice. We prioritise long-term relationships built on trust, transparency, and a commitment to client education. By staying at the forefront of market trends and investment opportunities, we empower clients to make informed decisions that align with their aspirations.Our process begins with a comprehensive assessment of current financial situations, followed by collaborative goal-setting and the implementation of actionable plans. Regular reviews ensure strategies remain aligned with changing circumstances, while our affiliation with Quilter Financial Services Limited provides access to robust regulatory oversight and industry-leading resources. This structured approach, combined with a client-first ethos, positions us as trusted partners in navigating complex financial landscapes.
Services
Financial Planning
Wealth Management
Pension Advice
Tax Planning
Protection Insurance
Mortgage Solutions
Equity Release
Investment Strategies
Highlights and features
- We offer personalized financial plans based on 20+ years of combined advisory experience
- Our team holds FCA-regulated status through Quilter Financial Services Limited
- We provide transparent fee structures with no hidden charges
- We specialise in tax-efficient wealth preservation strategies
- We maintain ongoing client education through regular market updates
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Our financial planning service creates tailored roadmaps to achieve personal and business financial objectives. We analyse current financial positions, assess risk tolerance, and develop comprehensive strategies covering retirement, tax efficiency, and wealth preservation. With regular reviews and market updates, we ensure plans adapt to changing circumstances while maintaining compliance with FCA regulations and industry best practices.
Wealth Management
Wealth management focuses on preserving and growing client assets through diversified investment strategies. We offer access to offshore collectives, capital investment bonds, and tax-efficient vehicles while mitigating risks from inflation, taxation, and market volatility. Our approach combines portfolio management with estate planning to ensure long-term financial security for clients and their beneficiaries.
Pension Advice
Our pension advisory service covers all retirement savings options including personal pensions, SIPPs, and workplace schemes. We specialise in navigating auto-enrolment requirements, tax-efficient contributions, and income drawdown strategies. With expertise in NEST and occupational pension schemes, we help clients maximise retirement income while complying with regulatory frameworks.
Tax Planning
Tax planning services optimise financial structures to minimise tax liabilities within legal frameworks. We advise on inheritance tax mitigation, capital gains tax strategies, and tax-efficient investment vehicles like ISAs and offshore bonds. Our approach considers both current obligations and future liabilities to create sustainable tax-efficient portfolios for individuals and businesses.
Protection Insurance
Protection insurance solutions safeguard against life's uncertainties through tailored coverage plans. We offer life assurance, critical illness cover, and income protection policies that provide financial security during emergencies. Our business protection services include key person cover and relevant life policies, ensuring continuity during unexpected events while maintaining family financial stability.
People
Steven Keig
Financial Adviser
With over a decade of experience in financial services, Steven Keig specialises in creating tailored investment strategies. He previously worked at NatWest, developing expertise in comprehensive financial planning and client relationship management.
Jonathan Davies
Financial Adviser
Jonathan Davies brings analytical precision from his chemistry background to financial advisory services. He focuses on providing strategic financial solutions to medical professionals, combining technical expertise with deep understanding of complex financial instruments.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, tax efficiency, wealth preservation, and protection planning tailored to individual circumstances.
How do you help protect against inheritance tax?
We implement tax-efficient structures using trusts, lifetime gifts, and offshore bonds to minimise inheritance tax liabilities while maintaining asset accessibility.
Can you assist with pension consolidation?
Yes, we specialise in consolidating multiple pension pots into tax-efficient structures while ensuring compliance with current regulations and maximising growth potential.
Do you offer equity release advice?
We provide independent equity release advice, explaining lifetime mortgages and home reversion plans with clear explanations of associated costs and implications.
How are investment risks managed?
We employ diversified portfolio strategies, regular risk assessments, and ongoing monitoring to balance growth potential with capital protection according to client risk profiles.
What protection options exist for businesses?
We offer key person insurance, share protection arrangements, and business continuity cover to safeguard companies against financial impacts from unexpected personnel events.
