Peter Davies

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Peter has more than 35 years’ experience in financial services and specialises in working with family groups across generations to build, grow and protect wealth.

Peter is both a Certified and Chartered Financial Planner, a Fellow of the Personal Finance Society and is certified BS ISO 22222:2005 – The International Standard for Financial Planners.

Outside of work, Peter is often seen walking sections of the Pembrokeshire Coastal Path with his family, finding new beaches and watching rugby, football, cricket, golf and snooker.

Peter Davies's Qualifications

  • Chartered Financial Planner
  • Certified Financial Planner – CFP
  • CISI Chartered Fellow (Financial Planning)
  • Fellow of the Personal Finance Society
  • Advanced Financial Planning Diploma
  • BS ISO 22222:2005 – The International Standard for Financial Planners
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