Angela Davy-Makwana

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DipPFS, CeMAP Financial Planning Consultant with Mortgages

Angela is a diiploma qualified Financial Adviser with over 20 years experience.

Angela makes Financial Advice easy to understand and implement. She specialises in helping clients make sense of their finances, grow their wealth as well as simplifiy their affairs, whilst ensuring the financial products they hold are suitable for today, tomorrow and beyond.

Angela will help you focus on what is important to you and doing it in such a way that you can adapt your plans to your changing circumstances.

Outside of work Angela likes to watch Rugby, Cricket, is a keen amateur gardener and loves to travel the world.

The value of investments and pensions and the income they produce can fall as well as rise.
You may get back less than you invested.
The Financial Conduct Authority does not regulate Inheritance Tax Planning & Trusts
Your home may be repossessed if you do not keep up repayments on your mortgage.

Buy to let mortgages are not regulated by the Financial Conduct Authority.


Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments


Mortgage placement and arranging for:
First time buyers


Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared

Portfolio planning
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Personal Pensions
Company schemes
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Private medical arrangements
Critical illness insurance

Permanent Health Insurance, aka Income Protection