We draw upon our knowledge and experience, and continue to better ourselves, so we can better the lives of others. We build relationships, look after the people around us and share a desire to do our best for our clients.
Meet our Team.
Dafydd is a highly qualified Fellow of the Personal Finance Society, with over 20 years experience. He is passionate about helping successful business owners and professionals with specialist financial, tax planning and wealth management advice.
Having over 20 years of experience in financial services, including previous positions in a building society and mortgage brokerage, Giorgia has been a key part of our team since 2009. She holds the Diploma for Financial Advisers and oversees the research and implementation stages of our advice process.
With over 25 years of experience in financial services, including 15 years within banking. Emma joined Tudor House in 2015 and is central to the ongoing relationships with our clients. She holds the Certificate in Financial Planning and plays a key role in organising and maintaining our ongoing wealth management services.
We are a Climate Action Workforce which means we offset the entire carbon footprint of all our staff.
Every month, our contribution goes towards planting trees in our company forest, and financing carbon reduction projects around the world.
Dafydd also drives an electric car!
Tudor House Financial Services is not responsible for the accuracy of the information contained within the linked siteView Our Positive Impact
If you are a business owner and would like to discuss how we can help you, please contact us for an initial meeting.
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