Financial Adviser in Cardiff

Pension Investment Protection Mortgages

Tracey Davies

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Contact Tracey Davies

07815 891129

770 Alexandria
Victoria Wharf

CF11 0SF

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I am an independent financial adviser in Cardiff. I have been working as a financial adviser for many years and have only ever worked in the financial services industry.  I thoroughly enjoy working as a financial adviser in Cardiff, looking after my clients and building strong ongoing relationships.

I cover many areas of financial planning including pensions advice, financial investment advice, tax planning, life insurance, critical illness protection and income protection.

I pride myself on a very professional yet friendly and relaxed financial advice service. My approach is to tailor to what clients want to achieve and to give the best advice by recommending companies and products from a completely independent perspective.  I focus on clear communication so that clients fully understand the facts and recommended solutions, enabling you to make well-informed decisions.

I provide financial advice in Cardiff including (but not limited to);

  • Wenvoe
  • Pentyrch
  • Penarth
  • Barry
  • Abertridwr
  • Machen
  • Llanbradach
  • Pontypridd
  • Llanharry
  • Rhoose
  • Newport
  • Abercynon
  • Tonyrefail
  • Brynna
  • Treharris
  • Cwmbran
  • Carmarthen
  • Swansea


If you are looking for a financial adviser in Cardiff, please do not hesitate to contact me.  I offer a complimentary, no-fee, initial consultation (either face-to-face or over the phone) for customers. Please contact me to arrange yours.