Davies Heulyn Davies Ltd are Independent Financial Advisers that have been practicing for over five years in west Wales. Previously we have had extensive experience working for Banks and Tied Companies within the financial services industry. Our practice lists many hundred clients throughout west Wales. We have two main offices in Aberystwyth and Cardigan and are one of the leading independent financial advisors in the area. Our company’s aim is to provide sound independent advice to both individuals and companies.

The main area of our business is Investments be they ISAs, PEPs, Investment Bonds or more specialist areas such as Venture Capital Trusts. We also provide advice on Retirement Planning, Financial Protection, Mortgages and Inheritance Tax Planning.

Advice can be provided either on a commission or fee basis

We take great pride in our friendly, personal approach and look forward to hearing from you.

Davies Heulyn Davies Ltd is Authorised and Regulated by the Financial Services Authority.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Written quotations available on request.

The advice and/or guidance contained within this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

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