About Us

Established in 2011, the team at DBD Financial has many years’ experience providing practical financial planning advice to people, families and businesses in Carmarthenshire, Ceredigion and Pembrokeshire.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At DBD Financial, we pride ourselves on our friendly and approachable nature, and on being an integral part of the local community.