Just a quick note to welcome you to the page and thank you for your interest. We are a boutique style financial advisory, the Directors of the company have all worked for some of the largest organisations in the industry. Which means, we are well aware of the good the bad and unfortunately the ugly within the industry.
Our primary aim is to continue to offer market leading client servicing. All our advisors are qualified and offer top level financial planning solutions
How we work...
Our driving passion is to help clients make the most of their money. By offering the best possible advice,
I have been a client of Martyn Davies now for over two years after taking the decision to make a long term investment in 2016. In that time I cannot be more pleased with the service that has been provided, the excellent personal service and also the superb attention to detail regarding my funds performance. My investment fund has always performed well and Martyn has always ensured the fund is adjusted appropriately according to the current market status globally. I can not recommend Martyn highly enough! Gold star service and an unbeatable customer experience.
Martyn is fantastic at listening to what clients want and recommending the best products for them. He is great at explaining complex matters and always happy to answer ‘silly questions’. His advice has always been excellent and he is very responsive to calls and emails. Most of all he is friendly, trustworthy and honest.
Martyn is a delight to work with. He is professional and trust worthy and certainly knows how to manage his clients and retain them.
It was such a pleasure to work with Martyn. In this universe of Financial Advisers, I found my counterpart with him. Knowledge, dedication and honesty are the qualities that any client should expect from an IFA, and Martyn has them all. He is a great and fair manager as well, pushing his teams the right way and always listening and understanding. If you wonder if he is the right person to be your IFA, believe me, do not hesitate anymore!