You have worked hard for your Money!
Now make your Money work hard for you!

You may have a lump sum to invest, or wish to save on a regular basis.

You may want your capital to grow or supply you with an income.

You won’t want to pay more tax than you have to …..

Whatever your needs, plans or situation, it takes experience, management and planning.

Davies Heulyn Davies offers a full range of independent investment and savings advice that is tailored entirely to your needs.

We offer a free FINANCIAL HEALTH CHECK to our clients in order to gain a proper understanding of all your financial circumstances. From the Health Check we are then able to advise on existing investments or recommend additional investments suitable to your circumstances. These investments may include:

• Bonds;
• Gilts;
• ISAs or PEPs;
• Unit Trusts, Investment Trusts & OEICs
• Venture Capital Trusts
• Equities; and
• Savings Plans

We will recommend products that suit your needs and your risk profile.

For more information, to arrange a meeting please fill in the CONTACT FORM or

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