Gregory Davies Wealth Management

Independent Financial Adviser  Britannia House, Caerphilly, CF83 3GG
check
FCA authorised
Last authorised 13th September 2021
We pride ourselves on being a small, professional yet friendly local business offering open and honest advice. Free Initial Financial Review at a Time & Place To Suit You.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy to let
check
Buying first home
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investment trusts
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group life insurance
Meet our advisers
Mr Anton Davies
Company Director
Mr Ronan Gregory
Company Director
About us

We are passionate about helping our clients reach true financial security. We start your journey off with an open and friendly conversation. It is only once we truly understand your current personal situation, and your future financial aspirations, that we can then apply our expertise to help you to plan your brighter future. Our range of financial products and our 4 Step financial advice process can really help you to achieve your goals. Whether you are looking to build assets for the future, or protect and grow the assets you already have, we are here to help.

Our services

At Gregory Davies Wealth Management we aim to build long lasting relationships with our clients. We provide initial and ongoing advice to ensuring that the financial products you hold continue to suit your personal requirements for the long-term. We specialise in providing pension and retirement planning for all ages. Independent advice on how best to invest your money. We can help lower your mortgage costs and ensure that you and your family have the right insurances in place should you suffer from ill health or worse. We also offer financial planning for later life issues such as Inheritance tax, wills and funeral costs.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Britannia House, Caerphilly Business Park, Caerphilly, CF83 3EA

Similar advisers near you

Independent Financial Adviser 1.84 mi
If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
 
Independent Financial Adviser 2.66 mi
Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.
 
Independent Financial Adviser 2.73 mi
I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
 
Independent Financial Adviser 2.74 mi
I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.