Berg-Davies Associates Ltd

Independent Financial Adviser  5 Phillips Close, Farnham, Surrey, GU10 1AW
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FCA authorised
Last authorised 26th October 2020
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Roger Davies BSc. Hons. Dip.PFS
Managing Director
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.

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

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

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