Berg-Davies Associates Ltd
16th July 2018
We can advise you on
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Long term care
- Long term care
Meet our advisers
Roger Davies BSc. Hons. Dip.PFS
Managing Director
Where to find us
About us
Berg-Davies Associates Ltd was formed in June 2011 and provides wealth management services and impartial financial advice to high net worth individuals, businesses & charities.
Similar advisers near you
Advice is an investment in your financial future. Speak to us today to learn how advice could make you money.
We invest in your tomorrow - putting our client's financial interests first.
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.