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.

Our team has grown steadily to meet demand and to ensure we are able to continue to maintain the high standards our clients have become used to, as well as deal with the increasing number of new enquiries that come mainly by referrals from existing clients and other professionals, such as accountants and solicitors, with whom we have a close working relationship.

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.