Karl Davies has been an independent financial adviser for the last 22 years and has worked within financial services for over three decades. He puts his ample experience to good use at George Square, providing sound financial advice to our clients and assisting them in achieving the best possible outcomes.

Specialising in investment, pension, and retirement tax planning, Karl is particularly skilled at helping clients understand some of the more complex financial matters, and creating clear retirement strategies that allow clients to use their investments and savings in the most tax efficient way.

Outside of work, Karl enjoys playing golf at Sherwood Forest Golf Club. He also loves spending time with his partner Kerry and going on good long walks with their energetic border terrier, Tate.