E David Roberts & Co Ltd

Independent Financial Adviser 9 Clos Pandy, Bedwas, Caerphilly, CF83 8DN
FCA verified
13th August 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
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.

Preferred clients
Minimum wealth (income/assets)
£0

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