We assist you to make better use of your money and become financially successful.
Integrated Financial Planning
Our fee-only approach allows us to serve you without compromise.
We do not work on a commission basis, nor do we benefit from recommending any particular course of action.
How We Work
- As an independent advisor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
- We are a boutique firm and we thrive on building long-term relationships with our clients.
- Davies Wealth Management prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
- We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.
What our clients say:
We have found Davies Wealth Management to be exactly what we have needed to manage our financial matters.
They have been extremely helpful, and very practical, in their advice on Retirement, inheritance tax planning and investment strategies.
Just to say thank you for the time you obviously put into my strategies.
They listened to what I want to achieve for a retirement & have guided me towards a balanced investment plan.