Financial planning and advice

for the life you want to lead

important announcement for our clients

To keep everyone safe during the current coronavirus outbreak, our head office in Swansea is closed and our admin team are working from home. All our advisers are working as usual, although not meeting clients face to face.  

Please be assured that we are still working on your behalf and all emails are being picked up.  If you need to call us, please continue to use the main office number, 01792 775225, which is being redirected to one of the team. Alternatively, call your adviser directly.

Stay safe everyone and make sure you are following the latest Government guidance.

Helping our clients plan, protect and get the best from their finances  

Our advisers are here to help you at each stage of your life and we always tailor our recommendations to your personal circumstances and goals.

We can help you with:

  • saving for the future you want
  • planning for your retirement
  • buying your forever home
  • safeguarding an income in case of adversity

and much more!

Our Core Services

Click on the individual services to find out more about how we can help you.

Investments

Unit trusts, investment bonds, ISAs, cash ISAs, regular savings

Pensions

Regular pension saving, drawdown, phased retirement, annuities

Financial Protection

Life insurance, income replacement, business protection, key person cover

Mortgages

First time buyers, re-mortgages, buy-to-let & equity release

Inheritance Tax Planning

Estate planning, trusts & gifting

Wills

Wills & power of attorney

Who are we?

Choosing a company to help you with your finances is a big decision, so here’s what you need to know about us to reassure you that The St David’s Partnership is the right company for you.

Long-standing

Set up in 1991, The St David’s Partnership currently supports over 3,000 clients and has more than £150 million of client money under management.

Fully regulated

We are regulated by the Financial Conduct Authority (registration number: 189117) so you can be completely confident that you’re dealing with a firm which meets all of its obligations in relation to legality, ethics and honesty.

A professional team

Our advisers have a wealth of experience of financial services, and all that life has to offer, so you’ll find us approachable, pragmatic and very understanding.

Our core values are to ensure that we act with the utmost integrity and professionalism; that we are open, honest and ethical in everything we do.

We work hard to deliver on our promises by undertaking what we have agreed with you, when we have said we will do so.

Independent

As an independent partnership, we are not tied to any one provider and consider the whole of market offering.  We do have a number of companies that we regularly recommend, but this is solely based on our extensive experience of how they and their products perform. If we don’t think they’re right for you, we will include different options in our proposals.

Find out more about us on the following pages:

Any questions?

We’re here for you and will be happy to help.

The St David’s Partnership is directly authorised and regulated by the Financial Conduct Authority (FCA), registration number 189117.

Our guidance and advice are subject to the UK regulatory regime and restricted to consumers resident in the UK. The information contained in this website is for general information only and is not financial, investment or tax advice.

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