John Davies
Investment and Mortgage Services

22 Willow Street, Oswestry SY11 1AD

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John Davies Investment and Mortgage Services

John Davies Investments & Mortgage Services LLP is an independent, family-run financial firm based in Oswestry. With decades of experience across financial services, our team provides trusted, straightforward advice tailored to your individual goals.

We offer clear, friendly guidance on a wide range of services, including:

Pensions & Retirement Planning: Navigating drawdowns, annuities, and retirement goals.
Mortgages & Lifetime Mortgages: Supporting first-time buyers, remortgages, and equity release.
Savings & Investments: Tailored strategies to grow and protect your wealth.
Financial Protection & Estate Planning: Wills, Lasting Powers of Attorney, and personal protection.

Whether you prefer a face-to-face consultation at our office, a phone call, or a video meeting, we offer a free, no-obligation initial discussion to help you take control of your financial future.

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Opening Hours

Days	Hours
Monday to Friday	9:00 – 17:30
Out of Hours Appointments	Available on Request

Reviews

J. Goodburn

“Brilliant service. Marc was very helpful in taking the time in helping find the best deal to meet my current needs and circumstances.

Very professional, approachable and supportive in answering my many questions! Also was a great help in sourcing critical illness mortgage cover insurance. Great communication throughout.

Absolutely recommend. Thank you.“