Steve Davies
Director & Financial Adviser
Time in the industry
25 years
Qualification
DipPFS
Clients I most often work with
Business Owners
Pre-retirees
Favourite hobby
Golf
Live Music
In their words
I became a financial adviser because....
I enjoy helping people achieve their goals. Whether that’s a dream retirement or supporting their family, I get to meet some truly lovely people, many of whom have become good friends as I help them on their journey.
If I could meet my 18 year old self and teach them one thing...
Definitely enjoy life, it goes by so, so quickly. But I wouldn’t be worth my salt if I didn’t add - save as much as possible! The power of compounding really is the eighth wonder of the world.
Fun Fact
I'm a big live music person - I have been to over 200 so far. I am now roping my children in to come along as well... mainly as babysitters now as I am getting older...
I specialise in….
Helping make the complex simple and enabling people to visualise their journey from their working lives through to retirement.
Outside of Luma, you’ll find me…
I like to spend as much time as possible with my family and friends. My children have reached the age where they have flown the nest – both having chosen to spend a year on the other side of the world. Although it’s been a tough transition, it gave me the excuse to visit them in some fantastic places I'd never been – with Thailand being a recent highlight. I love travelling to new places and playing golf.
"I just wish that I had found Steve sooner. I am reassured that I will have sufficient funds for retirement."
Anne,
Client since 2019
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