Berg-Davies Associates Ltd

Independent Financial Adviser 5 Phillips Close, Tongham, Farnham, Surrey, GU10 1AW
FCA verified
10th September 2018
We can advise you on
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Roger Davies BSc. Hons. Dip.PFS
Managing Director
Where to find us

5 Phillips Close, Tongham, Farnham, Surrey, GU10 1AW

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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