Stephen Davies

Stephen Davies

Diligent Wealth Planning Ltd

Minimum savings/pensions: Over £50,000

Minimum mortgage: Any amount

0330 038 8942
Based in Pontypridd
View location
Top Rated 2025
Verified since: May, 2016
5 out of 5

158 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 April 2025

    Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Stephen has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Stephen has provided information on their typical fees

    Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 20

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Stephen

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 20 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 April 2025

    Stephen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Stephen has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    Stephen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Stephen has provided information on their typical fees

    Stephen has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 20

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Stephen

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Stephen (based on 20 first impressions)

I have 25 years experience in financial services and specialise in independent pension advice. My main area is in helping my clients use their pension and investment savings provide for a comfortable retirement. However I am also a qualified mortgage adviser. Amongst others I can help with pension planning or taking an income or your tax free cash from your pension and explain all the options available. As a testament to the service I provide I am delighted to announce that I have qualified for the 2023 Guide to the UK's Top Rated Advisers, featured in The Times! Thank you to my existing clients for these reviews. I am a local person and I pride myself on giving advice and do not look to sell, if the correct advice is do nothing that is what I will say. I will do my best to ensure I explain everything in easy to understand plain English. I have an in depth understanding of the budget changes in relation to pensions, the way the changes affect taxation, freedom of choice and what it means for my clients. I will help you make the right choice for you and your family. My goal is to make the complex and bewildering easy to understand and I work with my clients to achieve all their goals and aspirations I offer a free, 1 hour appointment and there is no charge for enquiries on my service. I strongly believe in the value of good quality financial advice and the effect this can have on my clients lives. I work out of both Pontypridd and Caerphilly and have clients throughout South Wales. I am available to visit you at your home or at our Pontypridd town centre office.

Offers available through VouchedFor

Contact Stephen through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Stephen's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

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Adviser Disclaimer

Diligent Wealth Planning Ltd is authorised and regulated by the Financial Conduct Authority no. 709682