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Our Team

Mr Gary Davies

Gary Davies

 

Position: Director
E-mail: gary@cyfri.co.uk
Mobile: 07971 550932

Gary has been in the industry for almost 20 years and specialises in business financial planning and wealth management with a particular emphasis on minimising the impact of taxation on a client’s income and assets.

Gary also has considerable experience of managing investments within Trusts and is currently studying for his Diploma in Financial Planning.

Mrs Beca Russell

Beca Russell

 

Position: Investment Adviser
E-mail: beca@cyfri.co.uk
Mobile: 07791 186 064

Beca joined Cyfri in October 2006 as Office Administrator. She is an Investment Adviser with the company having gained the Certificate in Financial Planning in September 2007 and more recently the Diploma In Financial Planning in April 2011.

Miss Eleri Thomas

Eleri Thomas

 

Position: Office Administrator
E-mail: elerit@cyfri.co.uk

Eleri joined Cyfri in September 2007 as Office Administrator. She gained the Certificate in Financial Planning in July 2010 and she is now an Investment Adviser with the company. Eleri is currently studying for her Diploma in Financial Planning.

PJE Chartered Accountants
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Company address:
Cyfri Cyfyngedig, 23 College Street, Lampeter, Ceredigion, SA48 7DY
T: 01570 423 823
F: 08709 223 296

Email: post@cyfri.co.uk

Registration address as company address
Registration number: 03925755
Registered in: Wales

For Investment Planning we make recommendations based upon the Whole of Market.

The levels, bases and reliefs of taxation are subject to change.

The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.

Cyfri Cyfyngedig is authorised and regulated by the Financial Services Authority and is entered on the FSA register under reference 539742.

Telephone: 01570 423 823 | post@cyfri.co.uk

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