Davies Financial Limited

We are an experienced team of financial advisers providing financial advice to individuals and businesses in Bridgend and the local area.

Our Services

As financial advisers we provide individuals and businesses with advice on practical and relevant solutions to help them to meet their financial objectives. Some of the key areas we advise on are listed below. Of course, we’ll be happy to discuss your own personal situation and goals with you.

Our office

Our office is located in Pencoed, Bridgend but we help clients all over Wales and the west of England

About us

Established in 2005, the team at Davies Financial Ltd have been providing high quality financial planning advice to a wide range of clientele, many of whom we have advised for over 25 years; including business owners, professionals, retirees and families.

We provide fully independent advice across a wide range of services including investments, retirement planning and estate planning.

We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, explaining what can be very complex finance matters in a clear and understandable way and implementing tailored financial plans to address those needs.

Our aim is to ensure that all clients continue to benefit from an exceptionally high level of service, provided in a friendly and approachable manner.

Want to know more?

Call us for a friendly chat on 01656 865646 or email: enquiries@daviesfinancial.net