About Us

The Team

  • Royden Davies
  • Dip PFS, BA(Hons) Accountancy
  • Director
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After completing his Accountancy degree and Post Graduate Marketing Diploma in 1983, Royden enjoyed a successful career in industry with Courtaulds as Commercial Manager of their extensive Nottingham site.

Royden’s next step was to switch from business and commercial finance over to personal finance which he did in the very early 1990s, whilst simultaneously relocating to the South Lakes.

It was the recognition that helping people achieve their personal financial goals was his true calling that prompted this.

Royden adopts a patient, straightforward approach, being very much a people’s person. He goes to great lengths to make sure you understand whatever is involved, however complex, and the solutions.

His longest client relationships now span back as far as 20 years, (longer than he cares to remember!).

Royden continues to enjoy rural life in a small village on the outskirts of Kendal along his my family, with a keen interest in sports generally, but especially tennis.


  • 1982 BA(Hons)Accountancy
  • 1983 Post Graduate Diploma Marketing
  • 2012 CII – Diploma in Financial Planning
  • 2013 CII – Statement of Professional Standing (SPS)