Alun Davies

BSc PhD DipPFS CeMAP
Wealth Planner

Alun moved into financial services after leaving Cambridge University, immediately specialising in complex tax and pension arrangements for individuals, families and business owners.

Alun provides a comprehensive wealth management service to private and corporate clients, and works closely with associated professionals including lawyers and accountants. His mantra is to be honest, be moral, explain things in a simple manner and then do what you say you are going to do.

Alun genuinely cares for the people he works for and has found it is this, along with his commitment to regular and on-going reviews that people most value.

Alun is married with two children.  Alun’s qualifications include BSc Phd, DipPFS and CeMAP.

01494 358000 / 07817 030 585

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