Financial Advisor in Abercynon

Emily Davies

07590 555 767

emily.davies@trulyonline.co.uk

I am an Independent Financial Advisor in Abercynon and have worked in the industry since 2007. I pride myself on providing financial advice in a clear and easy to understand way.

I can provide financial advice across all areas of investments, pensions, life insurance and critical illness.

Building good and long-lasting client relationships is at the heart of my business and as I am an independent financial adviser, I can provide advice on products & services from the whole market

I provide financial advice in Cardiff and the surrounding area as well as the Rhondda Cynon Taf area.

If you are looking for an experienced independent financial advisor in Abercynon, please get in touch to book your free initial consultation.

Financial Advice Services

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My Financial Advice Process

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.