INVESTMENTS

& SAVINGS

PENSION

ADVICE

BUSINESS

RELATED

PERSONAL

INSURANCE

TRUST

ADVICE

ANNUITY OR

DRAWNDOWN

INHERITANCE

TAX

MORTGAGES

We're proud to be recommended by our clients

Mr G Turner

"Thanks for all your help sorting out my organisation's pension requirements; the options available to me were explained in a clear and informative manner and this made it much easier to ensure the right decision was made."


Mr F P Dix

"John Davies is reliable, friendly, efficient and provided advice and policies that really made sense; he insured us well and saved us money. We remain very impressed with him and his team and I would recommend his services very highly."


Mrs A Jewell

"I have known John for about 30 years and he has been very helpful and supportive to me through some difficult times."


 Mr K White

"I have known John Davies for over 20 years, during which time he has handled all the financial advice for both my company and personal requirements. I have always found John to be kind, understanding and very professional in all dealings with him over this long period. I would not hesitate to recommend him."


 

As part of Quilter Financial Ltd we can now offer even more competitive financial products. Contact our office and we can make an appointment to review your financial situation, including any current policies you may hold.

WHEN IS THE BEST TIME TO MAKE A PLAN?

It's rarely too late to make plans and as part of the Quilter Financial Ltd we can now offer even more competitive financial products. Contact John and Adam and we can help you - our clients come from all walks of life, some wealthy, others are ambitious, some just need our occasional help but we offer practicality, confidentiality and honesty.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Further consumer information is available from the Financial Conduct Authority via the following link - click here