Ed Davies FPFS in

Ed Davies FPFS

Questioner · DISC type c
Director at Enriched Financial Services
📍 Greater Cheshire West and Chester Area, United Kingdom

Ed Davies is the Director and a Chartered Financial Planner at Enriched Financial Services. He is a Fellow of the Personal Finance Society (FPFS) and was previously recognized as one of Citywires "Top 35 Next Generation Advisers." He holds an MscEcon from Prifysgol Aberystwyth University.

Ed made a significant career change, transitioning from his previous role as a Deputy Head of Maths to the financial services industry. He is an active committee member for the Personal Finance Society in the Staffordshire and Shropshire region, frequently organizing professional development events for local advisors.

Unique fact: Before becoming a financial planner, he was a Deputy Head of Maths at a high school.

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Experience
16 Years
Current Role
Director
Job Level
Mid-senior
Location
Greater Cheshire West and Chester Area, United Kingdom
Personality Overview

How Ed shows up

Price-Sensitive
Cautious & Analytical
Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.
 While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Ed cares about

Financial Education
His background as a Deputy Head of Maths before entering finance indicates a strong foundation and potential interest in educating clients on complex financial topics. [Predicted]
Estate Planning
Organized a webinar for financial advisors focusing on Wills, Lasting Powers of Attorney, and Estate Administration, showing a professional focus on this area.
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Career

Work history

4-2021
Director
Enriched Financial Services
9-2014 - 4-2021
Independent Financial Advisor
Richard Carew Independent Financial Advisor
2010 - 2014
Deputy Head of Maths
The Bishops' Blue Coat High School
In the press

Media appearances

ENRICHED FINANCIAL SERVICES LIMITED – Officers (Companies House). Featured in GOV.UK – Companies House
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Education
2008 - 2009
MscEcon
Prifysgol Aberystwyth University
2005 - 2008
Bachelor of Science (BSc)
Prifysgol Aberystwyth University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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