We draw on our knowledge and experience to help our clients and their families make informed financial decisions. We build lasting relationships, provide personal care and attention, and share a commitment to doing our best for the people we look after.
Meet our Team.
Dafydd is a Chartered Financial Planner and Fellow of the Personal Finance Society, with over 20 years’ experience. He specialises in helping successful families and business owners bring together their financial affairs through personal financial planning, 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.
Sarah has over a decade of experience in financial planning administration and client support. With a strong eye for detail and a thorough understanding of the advice process, she plays an important role in keeping our clients’ financial arrangements running smoothly and delivering the organised, responsive and personal service we pride ourselves on.
Simon holds the Diploma in Financial Planning and has over 20 years’ experience across financial advice, wealth management and private banking. He combines technical expertise with a practical understanding of clients’ needs, playing a key role in researching solutions and preparing clear, carefully considered recommendations to support our clients’ financial plans.
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!
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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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