Gregory Davies Wealth Management
CF83, Caerphilly
(6)
CF83, Caerphilly
(6)
Free Initial Financial Review
Face to Face or Virtual Advice available via video call.
We pride ourselves on being a small, professional yet friendly local business offering open and honest advice to our clients. Our staff have a combined experience of over 40 years within financial services, so we are confident that we have the expertise to help.
6 customer reviews
Chris Law
Great guys, really helpful and friendly
Reviewed on Google Maps
Martin Stevenson
Good service and really personable. Would recommend
Reviewed on Google Maps
Neil Thomas
Ronan was very helpful and polite nothing was to much trouble went above and beyond to help us .will recommend him and his company to friends and family.
Reviewed on Google Maps
L Bramley
Dealt with Anton, could not recommend enough. Anton was down to earth and helped me find a great deal even with my employment issues with being a contractor where other mortgage advisers just closed the door on me. Anton kept me up to date regularly and his advice was brilliant. I have passed his details on to all my family and friends as i wont be going anywhere else in the future More...
Reviewed on Google Maps
Paul Hughes
Reviewed on Google Maps
Jayson Jenkins
Financial Advisors
Contact was great very friendly and easy to talk to great advice
What do you love most about your job?
I love meeting new people and building long term relationships with my clients. I provide open and honest financial reviews and a reliable ongoing service. This helps me to ensure that my clients are always getting the best from their finances. Eventually I feel like my clients are part of the family.
What inspired you to start your own business?
The desire to provide open and honest advice at a fair price to my clients. Now that I run my own business I can decide on what costs my clients pay for our services and I pride myself on making sure they get great value for money.
Why should our clients choose you?
I believe in providing honest and impartial advice to my clients at all times. We have the expertise and experience to help guide you through all forms of financial planning. Whether it's your first mortgage, your looking to get better returns on savings and investments than you currently get from your bank or you are planning for retirement and want to learn about all of your pension options. We can help you make the right choices so that you can have peace of mind knowing your finances are all taken care of.
Can you provide your services online or remotely? If so, please add details.
Yes - We have the ability to connect with our customers via video call on Teams and we also have a dedicated online portal that allows us to send and receive documents securely and look after our clients best interests directly from our office or at home.
What changes have you made to keep your customers safe from Covid-19?
We have adjusted our office so that you can visit us and maintain a safe distance at all times. Our dedicated client meeting room is regularly cleaned and well ventilated, allowing clients to visit the office should they wish. We have also invested in technology that allows us to provide a full non-face to face / remote service should you feel more comfortable staying at home. This is extremely useful for our clients that may be shielding as they can continue to benefit from our expertise and service without having to risk making contact face to face.
Financial Advice
Pensions,
Investments,
Inheritance Tax,
Wills and Power of Attorney,
Mortgage for new purchases and re-mortgages
Life & Critical Illness cover,
Income protection Insurance,
Buildings and Contents Insurance.
