Davies Financial Limited
Davies Financial Limited is a small firm of independent financial advisers (IFAs) providing bespoke personalised advice covering such topics as investments, retirement planning and personal finance issues.
Davies Financial Limited was formed in 2005 with the express purpose of concentrating on providing high-quality advice in a clear and concise manner. We give personal attention to all our clients needs and always adopt an extremely professional approach at all times. Our objective is to give a high level of advice and ongoing service to our existing clients, many of whom we have advised for over 20 years, as well as new clients introduced to the practice. The company was formed by Julian Davies who began his career as a financial adviser with Legal & General in 1988 and went on to become an independent financial adviser in 1996 with the national firm of IFAs, Heartland Independent Advisers Ltd. Julian achieved Associate Director status before departing to concentrate on providing advice to his existing clients, following which Davies Financial was formed.
Address: Ty Newydd, Minffrwd Road, Pencoed, Bridgend, CF35 6RL, United Kingdom
Phone: +44 1656 865 646
FAX:
