Davy Worsfold
DipPFS
Davy Worsfold is a Financial Adviser at HJP with more than 20 years’ experience, specialising in investment planning, retirement planning, inheritance tax planning and long-term care planning.
He helps individuals and families understand their financial options, make informed decisions about their wealth and plan with greater confidence for the future.
Specialisms:
About
Investment, retirement and later-life planning
Davy takes a practical, long-term approach to financial planning, helping clients consider how their investments, pensions and wider wealth can support their goals before and throughout retirement.
His expertise also includes inheritance tax planning, helping clients consider how to manage potential inheritance tax as part of their wider financial strategy.
Davy holds the CF8 qualification in Long Term Care Insurance, giving him specialist knowledge to help clients and families understand how future care and nursing home costs could be funded.
Experience and qualifications
Davy joined HJP in 2010, having previously worked as a Stockbroker and Financial Adviser. His broad experience enables him to provide financial planning advice across a wide range of client needs.
He holds the Diploma in Financial Planning (DipPFS) and CF8 qualification, and is a member of the Chartered Insurance Institute (CII) and Personal Finance Society (PFS).
Community and charitable work
Davy has been involved with Cranleigh & District Lions Club for more than 30 years, including organising its annual Bonfire and Fireworks celebrations and leading Project Wenceslas, which helps people facing fuel debt.
He has also completed the London Marathon four times, most recently in 2023, raising more than £13,000 for charity.
Davy lives in Ewhurst, Surrey, with his wife and two daughters and enjoys keeping active and supporting charitable causes.
This may involve a referral to Karehero, a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place.
Testimonials
Addresses
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.
Accreditation
