Phone:01570 423 823 | post@cyfri.co.uk
Our Team
Mr 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.
Miss Beca Hands
| Position: | Investment Adviser |
|---|---|
| E-mail: | beca@cyfri.co.uk |
| Mobile: | 07791 186 064 |
Beca joined Cyfri in October 2006 as Office Administrator. She gained the Certificate in Financial Planning in September 2007 and she is now an Investment Adviser with the company. Beca is currently studying for her Diploma in Financial Planning.
Miss Eleri Thomas
| Position: | Office Administrator |
|---|---|
| E-mail: | elerit@cyfri.co.uk |
Eleri joined Cyfri in September 2007 as Office Administrator. Her responsibility is the day to day administration of the business, and she is the first point of contact for any administration query. Eleri is currently studying for her Certificate in Financial Planning.
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 an appointed representative of The M&E Network Ltd, which is authorised and regulated by the Financial Services Authority. The M&E Network Ltd is entered on the FSA register under reference 150643.