Gregory Davies Wealth Management Ltd is an independent financial advisory firm based in Cardiff, Wales. As Chartered Financial Planners, they offer a comprehensive range of wealth management services tailored to individuals, families, and businesses. Their core focus is on building long-term client relationships to help them achieve their financial goals through services including investment management, retirement and pension planning, inheritance tax planning, and financial protection. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United Kingdom