Berg-Davies Associates Ltd

Independent Financial Adviser 5 Phillips Close, Tongham, Farnham, Surrey, GU10 1AW
FCA verified
12th August 2019
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
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
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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