Meet the Team

Stephen Davies AwPETR, MLIBF, BA (Hons) Dip FA, Ce-Map

Director/Indpendent Financial Adviser
E-mail –
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.

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Gareth Harris BA (Hons) Dip FPS, Ce-MAP

Director/Indpendent Financial Adviser
E-mail –
Mobile – 07772503975

As an experienced Financial Planner, I work with people who want to make the most of their money and achieve their financial goals.

I can be contacted on 07772503975. Being a husband and a father of three daughters, I understand only too well the importance of financial planning and discipline, but I also appreciate the complexities involved in making many life-defining, financial decisions.

My clients are pleasantly surprised by the way I am able to help them understand and cut through complicated financial jargon, and complexity, so they can plan with ease and confidence. I help young professionals balance their long-term aspirations with everyday choices, give mature couples the confidence that their diligence has reaped its rewards, and generally help all clients discern the consequences of the financial decisions that they have to make.

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Gemma Davies BA Cert CII (MP)


Independent Mortgage & Protection Adviser
E-mail –
Mobile – 07415 527782
I am an Independent Mortgage and Protection Adviser and will look to understand your requirements and give you the best possible course of action to achieve these.  I can look at both new purchases or if you are an existing mortgage holder I can help you attain the best rate available for your circumstances.  I can give advice on both residential and buy to let mortgages through either personal ownership or limited companies.
I offer a free initial consultation to see if I can help you with your requirements.  If you have any queries please call me on 07415527782.

Contact Us

Tel: 01443 486301    Email

32 Gelliwastad Road, Pontypridd, CF37 2BN