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Clive Davies

Independent Financial Adviser

I have over 30 years experience as a financial adviser and have spent the last 10 years specialising in providing financial advice to private wealth clients.

I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.

As an Independent Financial Adviser, my aim is to work closely with my clients to develop a trusted working partnership with them and their family in order to deliver both excellent value and quality advice for the long-term.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in



Dyfed, South Glamorgan

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