Meet the Team
Stephen Davies AwPETR, MLIBF, BA (Hons) Dip FA, Ce-Map
Mobile – 07852876861
I offer clear, specific and honest financial planning advice. Amongst others I can help with pension planning or taking an income or your tax free cash from your pension and explain all the options available.
I am a local person and I pride myself on giving advice and do not look to sell, if the correct advice is do nothing that is what I will say.
I will do my best to ensure I explain everything in easy to understand plain English. I have an in depth understanding of the budget changes in relation to pensions, the way the changes affect taxation, freedom of choice and what it means for my clients. I will help you make the right choice for you and your family. My goal is to make the complex and bewildering easy to understand and I work with my clients to achieve all their goals and aspirations.
As a testament to the service I provide my existing client’s I am delighted to have won 4 Vouched For Top Rated UK Independent Financial Adviser in the UK award, and have been featured in The Times newspaper several times. These awards are very satisfying as they are voted for by my existing customers.
I offer a free 1 hour appointment and there is no charge for enquiries on my service. I strongly believe in the value of good quality financial advice and the effect this can have on my clients lives. You can also hear me on Rhonda Radio when I give updates on the financial world. I work out of both Pontypridd and Caerphilly and have clients throughout South Wales. I am available to visit you at your home or at our Pontypridd town center office.