Davy Worsfold
DipPFS
Davy started with HJP in January 2010. He was a stockbroker and financial adviser with a UK based American company prior to joining HJP.
He holds the Diploma in Financial Planning and additionally has passed the CF8 examination which is a specialised Long Term Care Insurance qualification.
As a general practitioner he is able to provide guidance in a range of areas. Davy is particularly interested in investment planning and helping clients look at their options pre and post retirement and mitigating the impact of Inheritance Tax.
He is a member of the Chartered Insurance Institute and the Personal Finance Society.
Davy has been a member of Cranleigh & District Lions Club for over 25 years where he is particularly involved with the organisation of the annual Bonfire and Fireworks celebrations and heads up their Project Wenceslas - redistributing the Winter Fuel Payment to help those with fuel debts.
Davy has completed the London Marathon four times, most recently in 2023, and has raised over £13,000 for charity in the process.
Davy has two daughters and lives in Ewhurst with his wife.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
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