About Keri Davies. Financial Planning Consultant
I am a locally based and fully qualified Financial Adviser who can help you with: Savings and Investment planning, Tax efficient Investments, Mortgage Solutions, Retirement planning, Protecting your loved ones and your business, Inheritance Tax Planning, Planning for school and university fees and Protecting your property.
Accreditations
Quilter Financial Advisers. CII Level 4 Diploma in Financial Planning. Member of the Personal Finance Society.