# Keri Davies - Financial Planning Consultant

Keri Davies is a financial planning consultant based in Tredegar, operating through Quilter Financial Services. The business serves individuals seeking professional guidance on investment management and financial planning, from those wanting hands-on adviser support to self-directed investors preferring digital control.

The practice distinguishes itself through access to Quilter's comprehensive investment platform and technology infrastructure. Clients benefit from a dual-track approach: those preferring personalised guidance can arrange free initial consultations with experienced financial advisers, whilst independent investors can utilise the Quilter Invest app to manage their own portfolios directly from their mobile device. For clients requiring more sophisticated wealth management, the business can facilitate access to Quilter Cheviot's discretionary investment management services.

What sets this practice apart is the integration of award-winning investment technology with professional advisory services. The centralised online portal enables both clients and their advisers to manage investments collaboratively, with transparency and accessibility at its core. Rather than operating in isolation, Keri Davies leverages Quilter's established platform, compliance infrastructure, and investment expertise—backed by regulated financial services firms including Quilter Financial Ltd and Lighthouse Advisory Services Limited.

The business appeals to a broad spectrum: busy professionals who want expert advice without the complexity, cautious investors seeking structured guidance, and technology-savvy individuals who prefer self-directed management with professional support available when needed. This flexibility, combined with regulated security and professional credibility, forms the cornerstone of the offering.