Transforming Your Designs into Reality
Who we are
Davies Financial Planning is a family-run business with over 30 years of expertise in guiding individuals and businesses towards secure and prosperous financial futures. We are passionate about providing clear, personalized advice and empowering our clients to make informed financial decisions.
Our Approach
We believe in a holistic approach to financial planning, taking into account your individual goals, aspirations, and circumstances. Our experienced team works collaboratively to:
- Understand your unique needs and aspirations: We take the time to listen to your individual goals and aspirations, understanding your financial aspirations and potential challenges.
- Develop a tailored plan: We work with you to create a personalized strategy based on your unique circumstances and goals.
- Provide ongoing guidance: We stay connected with you, reviewing and adjusting your plan as your life and financial situation evolve.
Individual Clients
- Home Mortgages: Finding the right mortgage product and securing competitive rates.
- Protection Planning: Protecting your family and assets from unforeseen events such as illness, death, or financial hardship.
- Retirement Planning: Planning for a secure and comfortable retirement.
- Investment Planning: Guiding you towards investments that align with your financial goals and risk tolerance.
- Financial Review & Analysis: Assessing your current financial situation and identifying potential areas for improvement.
Business Clients
- Commercial Mortgages: Securing financing for your business property at competitive rates.
- Business Protection: Implementing strategies to mitigate financial risks and ensure business continuity.
- Employee Benefits Consulting: Designing and managing employee benefit plans.
Why Choose Davies Financial Planning?
- Impartial and objective advice: We are not tied to any specific financial institutions, allowing us to provide unbiased guidance.
- Personalized and collaborative approach: We work closely with you to create a plan that meets your unique needs and goals.
- Transparent and clear communication: We believe in open and honest communication throughout the process.
- Strong track record: Our team has extensive experience and a proven track record of success in financial planning.
Positive Experience
The majority of reviewers had an excellent experience with Robin Davies and Davies Financial Planning. They praised the company's quick, professional, and friendly service, with many saying they would highly recommend them to others.
Services and Advice
Reviewers praised Robin's extensive knowledge and expertise in the financial sector, as well as his ability to provide clear and hassle-free advice. Many mentioned that he was able to find them suitable mortgage products and helped them navigate the often complex process of securing a mortgage. Some reviewers also praised his reliability, availability, and willingness to answer questions.
Negative Experience
However, one reviewer had a negative experience, rating the company 1 star. This reviewer felt that Robin's communication was poor, leading to delays and additional costs. They mentioned that they had to seek a new mortgage advisor and ended up paying more in remortgage payments due to the delays.
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