Christopher Davies MSc, APFS

Experience

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  Saunderson House

  Sept 2013 - Sept 2016

  Saunderson House is a leading Chartered firm of independent wealth managers providing award winning advice to the UK’s leading law and accountancy partners, barristers, private equity partners, entrepreneurs, City professionals and business leaders as well as family estates, charities and trusts. The firm’s purpose is to help clients preserve, grow and pass on their wealth so that they can support their lifestyle, retirement, family and future generations. This is coupled with the highest standards of client care and a commitment to shoulder the administrative burden.The firm advises on c£3.1bn of client wealth. Show less

  • Assistant Financial Planner

    Dec 2014 - Sept 2016

  • Trainee Financial Planner

    Sept 2013 - Dec 2014
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  AES International

  Sept 2016 - Sept 2018

  Senior Associate | Financial Planning
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  The Fry Group

  Oct 2018 - now

  Chartered Financial Planner

  We are a team of helpful tax and financial planning experts, here to listen, understand your needs and circumstances and make all aspects of dealing with your finances simple, straightforward and effective.Established in 1898 by Thomas Fry, The Fry Group carved out a business by helping British expatriates recover tax. Thomas passed away in 1910, leaving the business to his brother Wilfred. We continue to adopt the core business values and principles established by our founders over 120 years ago.From eight offices across the world, our award winning team of experts help thousands of individuals with all aspects of tax and financial planning – from the completion of UK annual Tax Returns and the setting up of a valid UK Will to dealing with complex tax mitigation structures and designing a range of investment portfolios. Show less