Tel: 01970 600 007 | info@daviesheulyndavies.co.uk
Our Team/Ein Tîm
Managing Director Aled Davies has over 20 years experience in the financial services. Industry. Aled holds the DipPFS qualification including JO1,JO2,JO5,JO7 and CF8 through the Chartered Insurance Institute together with a BSc in Economics and Agricultural economics.
Director Clive Davies has over 20 years experience in the financial services industry. Clive holds the DipPFS qualification including JO1,JO2,JO5,JO7,CF2 and CF9 through the Chartered Insurance Institute .
Director Euryd Jones has over17 years experience in the financial services industry and holds the DipPFS qualification through the Chartered Insurance Institute including JO1,JO2,RO1 and CF8 .
Financial Adviser Wyn Morgan has over 25 years experience in the financial services industry and holds the DipFA qualification along with CEMAP..
Denise Jacob is the Compliance and Operations Manager for the firm and has over 30 years experience in the financial services industry. Denise holds the AF3 Advanced Financial Planning Pensions module together with the DipPFS qualification including J01, J02, J05, J07 along with CEMAP and professional accountancy qualifications from the Association of Chartered Certified Accountants.
Supporting the advisers we have a strong administration team which we feel is a very important factor. The Aberystwyth office is managed by Bethan Thomas (who holds FP1 and FP2 financial planning certificates) who has over 27 years of experience in the financial services industry. Pam Connolly and Anne-Marie James both provide administration support and have years of administration experience between them.
The Cardigan office is managed by Rhian Davies (who has a BA Hons in Welsh) and has 8 years experience in the financial services industry. Rhian is supported by Judith Henty who has over 24 years experience in the financial services industry previously working for a building society. Judith holds the CEMAP qualification. Lowri Price has recently joined the company and provides administration support.
