davies financial

Established in 2005, the team at Davies Financial Ltd have been providing high quality financial planning advice to a wide range of clientele, many of whom we have advised for over 25 years; including business owners, professionals, retirees and families.Our team has grown steadily to meet demand and to ensure we are able to continue to maintain the high standards our clients have become used to, as well as deal with the increasing number of new enquiries that come mainly by referrals from existing clients and other professionals, such as accountants and solicitors, with whom we have a close working relationship.

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Where can I find your office?

You can visit davies financial at our primary location, Bridgend, Cwm Taf Morgannwg University in Bridgend.

What is the best time to reach the team?

We are available to assist you during the following weekly schedule: Monday (9:30 am - 6:30 pm), Tuesday (9:30 am - 6:30 pm), Wednesday (9:30 am - 6:30 pm), Thursday (9:30 am - 6:30 pm), Friday (9:30 am - 6:30 pm).

What areas of expertise does davies financial specialize in?

Are you currently taking on new projects or clients?

Absolutely, We are welcoming new partnerships at this time. Click here to book your initial consultation .