Meliora Wealth Management Ltd, London (2026)

James's Place, I provide a wide range of wealth management and financial planning services, helping individuals and businesses to achieve their goals and financial security through trusted, face-to-face advice. James's Place Wealth Management, I am committed to building long-term, high trust relationships with my clients. I untangle the jargon and deal in plain language. We’ve been built for purpo

se. That purpose is to treat every situation with the respect and integrity it deserves. My advice covers all areas of Wealth Management, including retirement planning, wealth protection, investment planning, inheritance tax and estate planning. If you’d like to discuss how I can help you, please get in touch. It will be time well spent. [email protected]

Samantha Davis Financial Management 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). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

06/01/2021

What are you 2021 goals? Are they SMART ....
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S - specific - the more specific your goals the more tailored we can make your plan.
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M - measurable - how are you going to know whether you have achieved your goal?
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A - achievable - is it in your power to accomplish it?
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R - realistic - can you realistically achieve it?
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T - timely - when exactly do you want to accomplish it?
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By making sure your goal is SMART I can help focus your efforts and increase the chances of you achieving them.

Let’s go get those 2021 goals!

30/10/2020

I understand everyone’s goals are different which is why we sit down together and go through 3 simple stages:

WHAT: What is important to you, what do you want to achieve, what are your goals, what would you want to happen if?

PLAN: Do you have the willingness to put in place plans to make those things happen?

DESIGN: I will then work on individual tailored solutions to meet those needs, to help you achieve the things that you want to achieve, to help you make the most out of what you have.

For more information about how I can help you put strategic steps in place to achieve your goals, get in touch.
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Samantha Davis Financial Management 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).

29/10/2020

Just over a year ago I decided to embark on the rigorous process of re-training into the financial services sector and I now want to introduce my business: Samantha Davis Financial Management. A lot of people ask me why financial services when it is poles apart from my previous career...

The reason for that is I personally found it so difficult to find out the best financial path to take to achieve my goals and I had no idea where to start in looking for someone to help me. I, like many others, felt that to obtain financial advice you had to be extremely wealthy but the truth is it makes little difference to me whether you have £200 or £2M.

I am here to assist anyone who is looking to intentionally influence their financial futures, to take steps to achieve their goals.

I offer a friendly, approachable advice service backed by the strength and security of FTSE100 company St James’s Place Wealth Management.

Let’s explore your options and give you confidence in your planning.

www.sdfinancialmanagement.co.uk

The Partner Practise 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).

Partner Practise is a marketing term used to describe representatives of St James’s Place.

Address

London
EC3A9BQ

Website

http://www.sdfinancialmanagement.co.uk/

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