Anton Davies T/A Gregory Davies Wealth Management
Britannia House, , Caerphilly, South Wales, CF83 3GG
We can advise you on
Pensions & Retirement
Mortgages
Financial Planning
Investments
Savings
Insurance & Protection
Tax & Trust Planning
Investment & Savings
Pension
Income Protection
Face to Face
Online (Live chat, video, email)
Telephone
Buying First Home
Buy to Let
Next Home / Remortgaging
Right to Buy
High Loan to Value
Buying Commercial Property
Self-employed Mortgages
Building Your Home
Flexible Mortgages
Buy My Next Home
Mortgage Protection
£125,000+
£250,000+
£500,000+
£1,000,000+
£5,000,000+
£10,000,000+
Pensions & Retirement Planning
Pensions Transfer
Pension Consolidation
Annuity Purchase
SIPPs
Pensions & Divorce
Stakeholder
£20,000+
£50,000+
£100,000+
£250,000+
£500,000+
£1,000,000+
£5,000,000+
£10,000,000+
Investing for Income
ISA
Investment Trusts
OEICs
Ethical Investments
Socially Responsible Investments
Inheritance Tax Planning
Life Insurance
Critical Illness
Income Protection Insurance
Estate Planning
Inheritance Tax Planning
Savings
Target Retirement Income
About us
We pride ourselves on being a small, professional yet friendly local business offering open and honest advice to our clients. Our staff have a combined experience of over 40 years within financial services, so we are confident that we have the expertise to help.
Our services
Investments and Savings Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments. Pensions Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one. Mortgages Get help with everything from buying your first property, to remortgaging, or funding investment in property. Retirement income (annuities, drawdown) Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you. Pension Transfers - Non Specialist Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension) Inheritance Planning Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

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