About Steve Davies

Steve Davies


As the most experienced adviser Steve takes the lead in technical adviser training and development. He takes pride in ensuring clients have a clear understanding of their financial picture, how they will achieve their goals in life and, perhaps more importantly if things change we can be on hand to help in any way we can.


Steve is married with two teenage children, spending spare time with the family and their pet cockapoo, as well as regular football.

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Firmitas is a trading name of Firmitas Financial Services Ltd. Firmitas Financial Services Ltd is registered in England and Wales, Number 09525692. Registered Office: 3 Acorn Business Centre, Northarbour Road, Cosham, Portsmouth, Hampshire, PO6 3TH.