Berg-Davies Associates Ltd

Independent Financial Adviser 5 Phillips Close, Tongham, Farnham, Surrey, GU10 1AW
FCA verified
19th March 2018
We can advise you on
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • 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.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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