About Us...
We are a firm of financial advisers based in , UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.
We have been in business since 1987, continuing to be a truly independent financial adviser, and believing that our only product is advice.
We have offices in Northampton and London and provide our services to a wide range of individuals and companies throughout the UK and overseas.
Davenport Curo Ltd
Directors
Adrian Brown
Adrian is the managing director and joined the firm in 1989 having previously worked for Scottish Equitable and Norwich Union in the preceding 10 years.
Stephen Wright
Stephen's career in the financial services world began in 1980 when he joined Kennedy Land in Peterborough. The firm was subsequently acquired by C E Heath. Stephen joined Yorkshire Bank's independent financial adviser arm in 1997, where he spent 3 years before joining the firm in 2000.
Senior Support Staff
Jon-Paul Hughes (Office Manager)
Jon-Paul's experience dates back to 1988 when he joined Equity & Law (now AXA). He moved into the world of independent financial advice joining a small practice in 1996. He joined Davenports in 2002, and left us for a year before we were able to persuade him to come back as Office Manager in February 2006.
Rupert Gower (Client Services Manager)
Rupert's history in the financial services field dates back to 1981 when he joined Imperial Life of Canada. In 1984 he joined Willis Wrightson. He was persuaded to join the firm in January 1990.
George Thompson
George has a passion for motor racing and held a competitors licence at one point but found the lure of financial services to be too great, and joined Eagle Star. He joined the firm in 1995.
Davenport Mortgages Ltd
Gary Jasper (Managing Director)
Gary joined the insurance industry in 1983 and quickly grew to enjoy mortgages more than any other aspect of financial planning. His enthusiasm together with an enviable depth of knowledge of the mortgage market ensures that any mortgage recommended is the most suitable for his clients. He has also joined an elite number of mortgage brokers who have passed the Lifetime Mortgage accreditation, allowing him to give more comprehensive advice on Lifetime Mortgages (also known as Equity Release Mortgages). Gary has been within the Davenport Group for 5 years.
Lianne McKenna (Mortgage case manager)
Lianne joined Davenports from John Charcol the national broker to become more directly involved with clients. All of our clients comment on the personal service and regular updates Lianne gives to make the whole process as stress free as possible.
Davenport Mortgages contact details are:
Chancery House
53-64 Chancery Lane
London
WC2A 1QS
Tel. 0207 240 6800