About Us

We are a family run business and the comprehensive level of service we offer demands the expert financial planning skills which we have built up over 30 years in the financial service industry.

When seeking financial advice it is best to speak to someone who is not limited to offering products or services from only one company. This will ensure that you receive advice which is best suited to YOUR personal circumstances. At Davies Financial Planning we never forget that you have a choice and we strive to offer an unrivalled service so that you will choose us.

We are based in the popular seaside town of Whitstable in Kent and although most of our clients are in Kent we have helped and continue to work with clients located further afield.

We assist both personal and corporate clients in planning for their financial future.

We understand that busy lifestyles sometimes make it difficult in arranging meetings during the working day and that is why we offer evening appointments. We are happy to host a meeting with you in our offices or alternatively we can arrange home visits, whichever is your preference.