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


Authored by Edward