Redefining Financial Solutions

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In 2020, Davis & Co Financial Solutions was born from the vision of our Founding Director, Jon Davis. After dedicating over a decade to working with large corporate mortgage brokers and high street banks, where clients often felt like mere statistics on a KPI sheet, Jon Davis decided it was time for a change.

 

The mission was clear: to create a financial services firm that placed clients at the heart of every decision and transaction. With this goal in mind, Davis & Co Financial Solutions set out on a new path.

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Since our inception in 2020, we've been hard at work, assisting clients in making their most significant purchases and securing the future of their families. We understand that each individual is unique, with distinct financial needs and dreams. That's why we've adopted a flexible working approach designed to accommodate our clients' busy lives.

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But it's not just about flexibility; it's about dedicating the time and attention that every client deserves. At Davis & Co Financial Solutions, we limit the number of clients we serve in any given day or week. This ensures that we can focus entirely on your needs, providing you with the personalized service you deserve.

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We don't just see you as a client; we see you as a part of our extended family. Your financial goals are our goals, and we're here to guide you on your journey toward financial security and success.

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Thank you for considering Davis & Co Financial Solutions as your trusted partner in achieving your financial aspirations. We look forward to helping you build a brighter future.

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Our Core Values

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• Integrity: We believe in doing what's right, always. Honesty and transparency are at the heart of everything we do. You can trust us to have your best interests at heart.

• Personalisation: Your financial journey is unique, and we understand that. We tailor our services to meet your individual needs and goals. No one-size-fits-all solutions here.

• Family-Centered: We treat every client like a member of our own family. We limit the number of clients we see each week, ensuring that we have the time to get to know you personally. You're never just a number to us.

• Expertise: With decades of experience in the mortgage and life insurance industry, we bring a wealth of knowledge to the table. We're your trusted advisors, guiding you every step of the way.

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Our Promise to You

When you choose Davis & Co Financial Solutions, you're not just getting a mortgage or insurance policy. You're gaining a partner who will stand by your side, understanding your dreams and aspirations. We're here to make the process easy, enjoyable, and even a bit fun.  Our commitment to a 1-2-1 service means you'll never feel like a number. You'll feel like part of the family.

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Ready to embark on your financial journey with us? Get in touch today, and let's start building a brighter future together.

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Meet the Team

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Jon Davis - Mortgage Broker, Life Insurance Adviser & Founding Director.

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Hi, I'm Jon, and I want to extend my heartfelt thanks for taking the time to explore our website. Allow me to share a bit about myself—I'm not just a Mortgage broker and Life Insurance adviser; I'm also the proud founding director of Davis & Co Financial Solutions. With nearly two decades of experience in the financial services industry, I've had the privilege of guiding countless clients on their journey to secure their dream homes and protect their homes, incomes, and family futures. And I'm eager to embark on this journey with you.

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I understand the complexities, challenges, and anxieties that often accompany the process of purchasing a home and securing a mortgage. That's why I take immense pride in simplifying the entire process, making it more personalised and less daunting for you. My goal is to be your trusted partner, offering not just financial guidance but also the peace of mind you deserve.

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What sets us apart at Davis & Co Financial Solutions is our unwavering commitment to your convenience. I firmly believe that business hours shouldn't limit your access to financial advice. That's why our working pattern is designed with you and your lifestyle in mind, going beyond the usual 9-5 constraints to offer you a more convenient experience.

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When I'm not immersed in the world of Mortgages and Protection, I lead an equally fulfilling life in Worthing, alongside my wonderful wife and three beautiful daughters. They are my inspiration and motivation, reminding me daily of the importance of securing the dreams and futures of the families we serve.

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Thank you for considering Davis & Co Financial Solutions as your partner in achieving your financial aspirations. I'm excited to work with you and be part of your journey, making your dreams a reality.

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