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Davina York
Financial Administrator

Kolbe A™ Index Number is 6824.

Perfect Saturday Afternoon:

A lie in followed by Coffee; Shopping; Lunch Out followed by a quiet night in.

Davina York

Personal Motto: “Smile at strangers and you might just change a life.”

With over 22 years in the law sector in a variety of administration roles. Davina is passionate about helping people.

She started work at 19 years old for a land agent and auction house. We sold many famous items including Sir Bobby Moore’s second shirt from the 1966 World Cup.


She then joined a law firm at 21 as a junior secretary in the private client department, progressing to private client secretary over the next few years to 5 solicitors.


She especially enjoyed private client work, creating wills and powers of attorney and also following through on the full process of grant of probate, collating assets and investments and dealing with clients in general.


In 2005 she took a side step into the business and became office co-ordinator with reception duties. She loved the client facing aspect of the job and was in her element dealing with all the incoming enquiries.


In 2012 she moved to head office into risk and compliance team where she took on a wide range of tasks, whilst training to become team leader.

She was part of a team of three responsible for carrying out CDD checks for the whole business ranging from an individual will to a large international company wanting advice on business ventures. 

When she is not working, Davina will be reading, listening to music or watching darts!

Award winning independent financial advice you can trust.

Fellow of The London Institute of Banking & Finance
STEP Financial Advisor Team of the year
Citywire top 100 logo


Financial Vulnerability Charter Logo
Consumer Duty Alliance logo
RQ rating logo
cyber essentials logo
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