Davies Heulyn Davies was established in 2001 following the merger of Glyn Heulyn Cyf and DBD Financial Services (Investment arm). We are Independent Financial Advisers directly authorised and regulated by the Financial Services Authority. We are also Independent Mortgage Advisers who subscribe to the Mortgage Code of conduct.

We have two offices based in Aberystwyth and Cardigan. Our clients are based throughout Wales but are heavily concentrated in Ceredigion, Pembrokeshire, Carmarthenshire and the Cardiff, Llanelli and Swansea areas. Appointments can be arranged at our offices or at your own home or place of business.

We have bilingual advisers who can provide advice through the medium of Welsh or English, based on the clients preference.

We advise business and private individuals on all of their financial requirements, providing impartial focused advice. Our aim is to maximise your financial well being so that you can confidently plan for your future.

We can offer you a full review of your financial circumstances or on individual areas e.g. whether you and your family are properly protected against possible events that could happen at any time and have a bearing on your financial position.

We are proud of our independence. We are not tied to any single product provider, enabling us to consider the entire market to find the best products for you, be it Investments, Pensions, Mortgage, Protection or anything of a financial nature.

Do remember that tied agents or individual product providers are only authorised to advise you on their own financial products, whether they are the best for you or not.

As an independent financial adviser we are authorised and regulated by the Financial Services Authority to ensure that we offer you a "Best Advice" financial service in a transparent and understandable way. As a result we have a large number of clients who over many years have continued to remain loyal to us and trust us to manage their financial affairs.

For a free FINANCIAL HEALTH CHECK or to know more please fill in our CONTACT FORM or

Call us on 01970 627037 Aberystwyth Office
or 01239 615124 Cardigan Office