Welcome TX Partner

Gregory Davies Wealth Managemet

 

Trusted Xperts are delighted to welcome onboard a new Independent Financial Adviser Partner Ronan Gregory Financial Planning Limited, representing Caerphilly.

 

 

We met with Ronan and Anton early in 2019 and explained the power of the Trusted Xperts Partnership opportunity. Ronan initially signed up as Ronan Gregory Financial Planning Ltd, but early in 2020 formed a new company with Anton Davies named Gregory Davies Wealth Management Ltd.

 

 

Ronan said, "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".


 

 

View Ronan Gregory Financial Planning profile page.

 

 

#GregoryDaviesWealthmanagement #IFA #FinancialPlanning #Pensions #Investments #SouthWales #Wales #Cardiff #Glamorgan #Caerphilly

 

View of the UK Parliament looking across the River Thames alongside Westminster Bridge at dusk

New UK Government 5th July 2024

by TX Admin • 5 July 2024
The change from a Conservative to a Labour Government in the UK marks a significant shift in economic and social policies. For working people and high net worth individuals, the potential introduction of new taxes underscores the need for professional financial advice. Mortgage owners should remain vigilant about interest rate trends and consider long-term financial strategies. Businesses must navigate a changing landscape with strategic planning to leverage opportunities and mitigate risks.
King Charles III Coronation Saturday 6th May 2023

King Charles III Coronation

by TX Admin • 5 May 2023
Trusted Xperts Limited would like to take the opportunity to congratulate King Charles III in advance of his Coronation with Queen Camilla at Westminster Abbey, London on Saturday 6th May 2023. Everyone at Trusted Xperts has great respect for the Monarch and we wish His Majesty and Queen Camilla a wonderful day full of joy and happiness. Long may King Charles III Reign.
Tenth BoE Interest Rate Increase 0.5% to 4.0%

Tenth BoE Interest Rate Increase 0.5%

2 February 2023
The Bank of England's Monetary Policy Committee (MPC) met today Thursday 2nd February 2023, and set a further increase of the B.o.E. base interest rate of 0.5 percentage points to 4.0%.

Further Interest Rate Increase 0.5%

15 December 2022
The Bank of England's Monetary Policy Committee (MPC) met today Thursday 15th of December 2022, and set a further increase of the B.o.E. base interest rate of 0.5 percentage points to 3.5%.
Bank of England's 33 Year High Interest Rate Increase Thursday 3rd November 2022

33 Year High Interest Rate Increase

3 November 2022
The Bank of England's Monetary Policy Committee (MPC) met today Thursday 3rd of November 2022, and set a 33 year high increase of the B.o.E. base interest rate of 0.75 percentage points to 3.0%.

Record Interest Rate Increase

22 September 2022
The Bank of England's Monetary Policy Committee (MPC) met today Thursday 22nd of September 2022, and set a 14 year high increase of the B.o.E. base interest rate of 0.5 percentage points to 2.25%.

Record Interest Rate Increase

4 August 2022
The Bank of England's Monetary Policy Committee (MPC) met today Thursday 4th August 2022, and set a 27 year high increase of the B.o.E. base interest rate of 0.5 percentage points to 1.75%.
IMAGE OF CENTRAL LONDON, REPRESENTING THE STANDARDS OF EXCELLENCE OF BRITAIN'S FINANCIAL SERVICES.

Welcome Worldwide Currencies

8 March 2022
Worldwide Currencies are market leaders in foreign currency, providing the most competitive exchange rates for individuals and companies wishing to transfer funds abroad. No Commission. No Fees. Just Great Rates.

Need a Mortgage?

9 November 2021
Trusted Xperts will introduce you to a selected Mortgage or Financial Adviser, who can help you access a range of mortgages from over 50 of the UK’s best-known lenders (shown on the list given to you by your Mortgage Adviser), but not deals that are only available directly from lenders.

Welcome to our new website

27 August 2021
Trusted Xperts Limited are delighted to be working with DEZINES Internet Solutions Limited - a leading UK Ecommerce Agency, who have built us a new PaaS (Platform as a Service) fully integrated Ecommerce website, first launched in February 2018. The website has since undergone a major overhaul by DEZINES and was relaunched in September 2021 on a powerful new platform with a complete redesign and updated layout.
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