E David Roberts & Co Ltd

Independent Financial Adviser 9 Clos Pandy, Bedwas, Caerphilly, CF83 8DN
FCA verified
15th October 2018
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • Overseas
    • Remortgage
    • Residential
    • ISAs
    • OEICs
    • Unit trusts
    • Group protection
    • Taxation planning
Meet our advisers
adviser-person
Ed David Roberts Dip PFS
Where to find us

9 Clos Pandy, Bedwas, Caerphilly, CF83 8DN

About us

With 34 years experience in Banking and Financial services I provide individually tailored solutions for High Net Worth Individuals dealing specifically with Inheritance Tax Planning, Trusts, Investments, Equity Release and Pensions. I provide corporate advice on employee benefits and Director exit strategies. I work on a fee or commission basis which is agreed at the initial meeting together with the scope of advice required. No charge is made for the initial meeting.

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

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