Davey Marsh

Trainee Financial Planner

Professionally

Davey joined Craven Street Wealth in 2023 after graduating from university with a degree in Economics & Management. He is passionate about continuous learning and has successfully qualified as a Financial Planner in June 2025 and is now focused on applying his knowledge to help clients make informed financial decisions.

He enjoys working with people and getting stuck into the numbers, making sure clients get clear, well-thought-out advice.

Davey enjoys working at Craven Street Wealth as he feels motivated to achieve his goals surrounded by hard-working, friendly people.

 

qualifications

  • Diploma in Financial Planning (DipPFS)
  • BA Hons Economics & Management

Personally

Davey is career goal-driven; his friends and family describe him as a good listener, kind, funny, and humorous.

Davey in the spotlight

My day starts with…
Going to the gym
On an ideal weekend I can be found…
Playing rugby or squash, I am also a massive foodie, I often try new restaurants or cooking new recipes
An interesting fact about me…
I worked as a cook for 3 years in KFC!
London regional office & Registered company address:
Craven Street Wealth
3 Gough Square
London
EC4A 3DE
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Sussex regional office:
Craven Street Wealth
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
Oxford
OX2 0JJ

Contact us

Get in touch today to discover how we may be able to assist you.

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