Independent Financial Advisers.

Gregory Davies Wealth Management Ltd is a new Independent Financial Adviser firm created in 2020 by Ronan Gregory and Anton Davies. Ronan had previously had his own IFA business called Ronan Gregory Financial Planning Ltd which was established in 2019.

We are local experts providing advice on pensions, investments, mortgages and insurance products. We also help companies with business protection, company pension requirements and options on how to save tax.

Our ethos is to treat each client like a member of our family and we want to be there for you throughout every step of your financial journey. Whether it’s your first mortgage or planning for your retirement, we will provide you with a bespoke and personal service, ensuring that you always get the best possible financial advice.

" We offer a free initial consultation

to all new customers "

Helping you make the right financial decisions.

We are passionate about helping both individuals and companies reach true financial security. Financial security means different things to different people. We start your journey off with an open and friendly conversation. It is only once we truly understand your current situation, and your future financial aspirations, that we can then apply our expertise to help you to plan your brighter future.

Our range of financial products and our 4 Step financial advice process can really help you to achieve your goals. Whether you are looking to build assets for the future, or protect and grow the assets you already have, we are here to help. With our expertise we can show you how to diversify and better manage your assets, understand market trends, and reduce any financial risk.



Our goal is to help you protect the assets you have worked so hard to accumulate and safeguard you and your financial future. We use proven investment strategies designed to meet your personalised risk tolerance and hedge against market volatility. With our smart approach to financial planning, you can rest assured that your finances are in safe hands.

Building Strong Futures.

Gregory Davies Wealth Management Ltd are your local financial advisers, providing you with advice on pensions, investments, mortgages and insurance products. Based in South Wales. We pride ourselves on being a small, professional yet friendly business offering you open and honest financial advice.



Unlike many financial advisers, we offer a modern and flexible service but with some good old-fashioned values. We know relationships are about trust and trust has to be earned. To help build this trust we want to take the time to really get to know our clients and what’s important to them.

We predominantly offer face to face financial advice at a time and place to suit you, but we have also embraced technology and are able to provide telephone or video call meetings too, ensuring that no matter the circumstances, we will always be there for you when you need us!



Gregory Davies Wealth Management's Company Registration Number is 12294056 and our Financial Conduct Authority (FCA) Ref Nos is: 923669. Gregory Davies Wealth Management is an Appointed Representative of 2Plan Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority.