Robin Davies

Founding Partner

Helping you achieve your goals is what drives me as a Sandringham Founding Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.

With over 25 years of experience in financial services I understand that your time is precious – the time you spend with your family, the time spent doing all the things you love, and the times in the future when longer term aims and ambitions become reality.

By providing advice on Mortgages, Protection, Trust and Estate Planning, myself and my fellow Sandringham Partners can help deliver great outcomes for those important times ahead.

Your personal circumstances are ever changing, and everyone’s needs are different. That’s why we use our four-stage planning process to helps us understand your needs and identify the best way to achieve your goals.

I will work with you to explore your options, then plan for how your tactical and strategic financial goals can be best met. I know every client is unique and my advice is completely tailored to your individual circumstances. Whether you are looking to invest for the future, planning your retirement, buying your first home or looking to protect yourself and the ones you love I can help you put the necessary plans in place.

Sandringham’s Precision ongoing client service cutting-edge technologies allow me to spend more time planning for your specific goals and wider financial planning requirements to help you reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.

Based in deep West Wales, I first entered the financial services industry with Barclays Bank. I have been in the financial services industry since 1997 and I enjoy helping my clients achieve financial security and a prosperous future. I personally like good customer service and as such, I treat my clients as I expect to be treated. I spent many years advising on all financial sectors, but I now specialise in the mortgage and protection area.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development and training.

Outside of the business, I enjoy most sports and spending time with the family.

Siarad Cymraeg

I am fully bilingual and happy to deal with clients through the medium of Welsh or English at our office in Newcastle Emlyn or at a client’s home or business.

Please feel free to contact me if you would like to know more about the financial advice and the type of services that I can offer you and I will respond back to you at my earliest convenience.

At Sandringham we can’t predict what’s to come, nor can we make guarantees about future outcomes. What we can do however, is to use our skills to maximise the chances of you achieving your aims and goals.

Areas of expertise

  • Emlyn Square
  • Newcastle Emlyn
  • Carmarthenshire
  • SA38 9BQ