Henry Davies Wealth Management Ltd has been created to provide an independent financial service to clients in the Powys, Shropshire and Staffordshire areas. Providing comprehensive whole of market independent financial advice in Pensions, Investments, Estate Planning and Protection. To both personal and business clients.

The company is directly regulated by the Financial Conduct Authority and has agencies with major providers such as Aviva, Canada Life, Quilters, L&G, Royal London, Prudential. Plus many more.

I have provided financial advice to clients for over 38 years regulated by the Financial Conduct Authority. My previous roles have included being a director of a national company and a Development Manager for one of the largest independent financial firms in the Midlands.

In June 2015, I became a Fellow of the Personal Finance Society, the highest accreditation the society awards. Becoming a Fellow of the Personal Finance Society shows that you have attained and maintained the most prestigious level of professional achievement. Designation being FPFS.

Savings and Investments.
ISA’s & General Investments, Onshore & Offshore Bonds

Pension & Retirement advice.
Including saving for your retirement, at retirement options & choices and decumulation in retirement.
Flexible Access Drawdown.
Open Market Annuities.

Estate Planning.
Inheritance Tax Planning.
Trust Planning.