Edward Davies, DipPFS

Private Wealth Director

Edward is a UK FCA qualified financial advisor with over 15 years of experience in the financial industry. He has worked in London, Hong Kong, and Dubai, providing expert financial advice to clients in these diverse financial centers.

Edward is a specialist in the complex field of UK pension transfer advice, helping clients navigate the intricacies of transferring their pensions from the UK to other countries.

He has a deep understanding of the financial markets and a wealth of experience in investment management, risk management, and retirement planning.

With a strong commitment to excellence, Edward is dedicated to helping his clients achieve their financial goals by providing them with the best possible advice and strategies.

Whether you’re looking to transfer your UK pension, plan for retirement, or manage your wealth, Edward is here to help.

Areas of Expertise

• Pension Analysis, Advice, Management

• Superannuation Analysis, Advice, Management

• Retirement Planning

• Pension Planning

• Lifetime Allowance Planning

• Inheritance Tax Planning

• Wealth Management

• Investment Review

• High Net Worth & Ultra High Net Worth

• Cashflow Forecasting & Modelling

Qualifications & Awards

Diploma in Regulated Financial Planning - DipPFS

Hong Kong Confederation of Insurance Brokers

Associate of the Chartered Institute for Securities and Investment

(R01) Financial Services, Regulation and Ethics

(R02) Investment Principles and Risk

Regions Covered

Worldwide

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Recognition

Edward is very friendly knowledgeable person. He is always available for explanations and pro-actively informs his clients of changes in the financial markets. All these qualities plus his enthusiasm make him a great professional.

Benito Renfurm

20/06/2011

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Edward has supported me as a personal finance adviser for the last 2 years. He has proved to be honest and demonstrated great knowledge of the finance marked in all advises he has given me. I can recommend his services.

Terje Ivar Vastveit

14/06/2011

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Edward has added a lot of value to my relationship with deVere, helping me to make some important and positive choices. He has been very attentive to my requirements as a client and has provided solid and interesting investment options. The key issue is always trust, Edward has... Read Full Quote

Mark Argar

05/04/2011

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I would certainly recommend Edward with regard to Pension transfer options not only globally but also in the UK. He is professional enough to be fully up to speed with all the financial happenings around the world in order to ensure he always gives the correct advice and makes sure the facts are... Read Full Quote

Steve Findlay

28/03/2017

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I was introduced to Edward around 7-years ago (2013) and I quickly came to realise that he is an all-round professional. Generous with his time and information, Edward provided top-drawer advice. Well informed and diligent, I can recommend Edward without qualification.

Ron Daniel

20/01/2020

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Edward Davies, DipPFS

Recognition

Authored by Edward