Berg-Davies Associates Ltd

Berg-Davies Associates Ltd was established in June 2011 by our Managing Director Roger Davies, who has over 36 years experience in the Financial Services Industry providing practical financial planning advice & guidance to personal clients, business’ & charities.

We provide independent financial advice, and are proficient & experienced in analysing & understanding client’s needs, identifying appropriate solutions, and implementing tailored financial plans to address those needs with an ongoing review service.

We are fully committed to putting clients at the heart of everything we do, & believe professional advice can add significant value, and that there is a considerable hidden cost in not obtaining advice.

Our aim is to instil values of integrity and client care from outset to develop long-term relationships, and our wealth of knowledge and experience, enables us to advise and guide clients on a wide range of issues.

Berg-Davies Associates Ltd never handles client money. Investments and policies are always registered in the name of the client.

Our charges/fees are fully disclosed, discussed and agreed prior to us commencing any work for you.

 Business & Individual Protection
Life Insurance
Critical Illness Insurance
Income Protection

 Estate Planning
Trusts
IHT Mitigation

 Investments
Charity Investments
ISA’s
Regular Savings
Trustee Investments

 Retirement Planning
Annuities
Drawdown
Personal Pensions
SIPPs