Davies Financial Limited

Independent Financial Adviser Ty Newydd, Minffrwd Road, Pencoed, Mid Glamorgan, CF35 6RL
FCA verified
21st January 2019
We can advise you on
    • Ethical investments
    • ISAs
    • OEICs
    • Unit trusts
    • Group pensions
    • Group protection
    • Stakeholder
    • Taxation planning
Meet our advisers
Julian Davies
Where to find us

Ty Newydd, Minffrwd Road, Pencoed, Mid Glamorgan, CF35 6RL

About us

Davies Financial Ltd offers a bespoke financial planning service providing comprehensive professional advice tailored to individual requirements. Julian Davies has 19 years experience of advising on a variety of financial matters with specific expertise in pensions, investments, tax and trust planning. We work on a fee or commission basis. All costs will be discussed at you first meeting, which will be free of charge.

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

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