Our Company/Ein Cwmni

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Davies Heulyn Davies was formed in 2001 upon the merger of financial adviser firms DBD Financial Services in South Ceredigion and Glyn Heulyn Cyf of Aberystwyth. In 2003 Davies Heulyn Davies expanded further by acquiring DMB Davies Financial Services.

We have offices in Aberystwyth and Cardigan and frequently visit the Cardiff, Swansea and North Wales areas where we also have a considerable client base.
 
A core part of our business is generated through professional connections with many Solicitor and Accountancy firms.  Our services are frequently called upon to provide technical expertise with regard to financial planning matters. By working closely with your solicitor or accountant we can ensure you receive the most suitable advice for your needs.

We also receive many introductions through referrals from existing clients.