Welcome to The St David's Partnership

The St David's Partnership offers independent financial advice to individual and corporate clients throughout South Wales and beyond. Having been established for over 25 years, The St David's Partnership boasts over 150 years of financial advisor experience, and manages over £100,000,000 of client investments.


With nine advisors based throughout South Wales, and an administration team based in the Swansea head office, The St David's Partnership is well equipped to deal with all aspects of financial advice.


The St David's Partnership is a whole of market firm of Independent Financial Advisors, directly regulated by the Financial Conduct Authority (FCA Reference Number: 189117), so you can be confident you are dealing with a leading firm that is wholly committed to providing you with the best possible advice, service and support.

What we do

Complete range of services offered by The St David's Partnership.

Who we are


Our principles as a company, our team and contact details.

Get in touch

Call our head office or any advisor to make an appointment.

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