Paul Davies DipPFS
Independent Financial Adviser
About me
I focus on developing bespoke solutions and long term relationships, working closely with private clients.
I help to create strategies to protect family capital, mitigate Inheritance Tax and provide Intergenerational Wealth Planning as well as advising Family Trusts and Family Investment Companies. My aim is to safeguard family capital and ensure a smooth transfer of wealth across generations.
Alongside private clients, I work closely with business owners in the SME sector and assist with the needs of developing businesses over their duration, protecting owners/stakeholders, maximising capital extraction and minimising tax. I also steer owners through a variety of succession strategies including management buy-outs, management buy-ins and outright sales.
Location
West Midlands