Gregory Davies Wealth Management Ltd

Your Simple Financial Solution

Britannia House, Caerphilly Business Park, Caerphilly, CF83 3GG Directions

Tel 029 2267 7184
   Now closed Open today 09:00 - 18:00

Why Choose Us?

Enviable Reputation
Expert Advice
Home Visits

Business overview

Your financial adviser based in Caerphilly

We are a small friendly firm based in Caerphilly. We have clients throughout South Wales. We specialise in mortgages, investment planning, pensions, business protection, wills and estate planning, inheritance tax planning, insurance and tax planning.

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Products & Services

Financial investments

Tax planning

Pensions

Insurance

Retirement planning

Income protection

Wills and power of attorney

Estate planning

Inheritance tax planning

Trust funds

Charitable giving

Life insurance contracts

Mortgage Advice

Buy to Let Mortgages

Child Trust Funds

Commercial Mortgages

Equity Release

Finance Brokers

Financial Consultants

Investment Consultants

Investments

Life Assurance and Pension Companies

Life Assurance and Pension Consultants

Life Insurance

Mortgages

Stockbrokers

Wills

Lasting Power of Attorney

Funeral Plans

Financial Planning

Income Protection Insurance

Independent Financial Advisers

Credentials

Associations

  • Financial Conduct Authority (RPG01040)

Reviews

Excellent customer service

5
Excellent service and knowledge. Everything was explained clearly and nothing was too much trouble.
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Excellent friendly service

5
I was introduced to Ronan 6years ago as I was looking for some financial advice, I found him very professional and he was very accommodating and approachable, was happy to explain everything & to answer any questions clearly & in a manner I was fully able to understand. I’m pleased to say 2 months ago I had need to speak to him once again, after a couple of meetings things were exactly the same, and once again I’ve acted on his advice. I’ve always found him to be very professional and friendly and he takes the time to make sure you understand everything, and his happy to answer any questions you may have. I will continue to use his services and would certainly recommend him to anyone who thinks they need the services of an excellent financial adviser.
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Thank you Ronan

5
I consider myself lucky to have known Ronan for the past few years. He is friendly and approachable, with the ability to explain even the most complex of financial issues in a way which makes them easy to understand. Because of the professional and expert advice he continues to provide me with, I have peace of mind that my finances are working for me in the best possible way.
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Great service and advise

5
We contacted Ronan when we wanted advice on insurance products. We found the meeting very beneficial and were put at ease when different options were explained to us which helped greatly in deciding what product to choose. Very genuine guy who doesn’t do the hard sale... definately recommend ronan to others
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Ronan Financial Advisor

5
I’ve been advised by Ronan for the last couple of years and always found him to be helpful, friendly and easily contactable.
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