Jonathan Davies

WORK HISTORY

EDUCATION

SKILLS

ABOUT JONATHAN DAVIES

With over 17 years of experience as a financial planner, I specialize in guiding individuals and business owners through the complexities of wealth management, tax strategy, and legacy planning. My team based practice is built on a foundation of trust, technical expertise, and a deep understanding of the nuanced financial challenges my clients face.I work extensively with:• Affluent families seeking sophisticated estate and tax planning solutions• Business owners navigating succession, liquidity events, and corporate tax strategies• Cross-border clients managing assets and obligations across jurisdictions• Professionals and executives looking to optimize compensation, retirement, and long-term financial independenceWhether you\'re preparing for retirement, selling a business, or managing multi-generational wealth, I bring clarity to complexity and help you make confident, informed decisions. My approach is collaborative, personalized, and always aligned with your values and long-term goals.My ideal clients are proactive, financially successful individuals or families who value expert guidance and long-term relationships. They often face unique planning needs due to business ownership, international ties, or complex tax and/or asset situations — and they want a trusted advisor who can integrate all aspects of their financial life together.