Our experienced and qualified advisers are here to assist you, whatever you need

Let us help you through the financial maze

We have a team of 12 competent, committed and experienced advisers, most of whom are qualified to offer a full range of financial advice, with a few who specialise in just one or two areas of provision.

All of them offer the same high standards of work and are committed to meeting the needs of their clients.  We have a full programme of Continuing Professional Development in-house and also regularly attend industry seminars to ensure we’re fully up to speed on changing legislation, new products and any issues which impact our clients.

We know how important the client – adviser relationship is, so each profile aims to give some insight into their individual interests as well as outlining their experience, qualifications and the services they advise on.

Although mostly based in South Wales, some of our advisers offer services to clients living much further afield.

Who we are and the services we can offer you

Click through from a profile to find out more about the adviser:

  Nigel Griffiths DipFA

Nigel Griffiths DipFA

Senior Partner & Compliance Officer

  • Investments
  • Pensions
  • Financial Protection
  • Inheritance Tax Planning
  Michael Apperley DipFA, MLIBF

Michael Apperley DipFA, MLIBF

Associate Partner

  • Investments
  • Pensions
  • Inheritance Tax Planning
  • Wills
  Gareth Jenkins  B.Ed (Hons) DipFA CeMAP

Gareth Jenkins B.Ed (Hons) DipFA CeMAP

Associate Partner

  • Investments
  • Pensions
  • Mortgages & Equity Release
  • Financial Protection
  Jon Pearce BSc (Econ) DipFA

Jon Pearce BSc (Econ) DipFA

Associate Partner

  • Investments
  • Pensions
  • Financial Protection

  David E Davies DipPFS

David E Davies DipPFS

Associate Partner

  • Investments
  • Pensions
  • Financial Protection
  • Inheritance Tax Planning
  • Wills
  Michael J Underdown CeMAP

Michael J Underdown CeMAP

Associate Partner

  • Mortgages
  • Financial Protection

  Josephine Hughes DipFA

Josephine Hughes DipFA

Associate Partner

  • Investments
  • Pensions
  • Financial Protection
  • Inheritance Tax Planning
  • Wills

 Trystan Rees BSc (Econ) DipFA, CeMAP

Trystan Rees BSc (Econ) DipFA, CeMAP

Associate Partner

  • Investments
  • Pensions
  • Mortgages
  • Financial Protection
  • Inheritance Tax Planning
  • Wills
  Hannah L Davies DipFA

Hannah L Davies DipFA

Associate Partner

  • Investments
  • Pensions
  • Financial Protection
  • Inheritance Tax Planning
  • Wills

 Charlotte Rees-Roderick DipFA

Charlotte Rees-Roderick DipFA

Associate Partner

  • Investments
  • Pensions
  • Financial Protection
  • Inheritance Tax Planning
 Andrew Foligno CeMAP

Andrew Foligno CeMAP

Associate Partner

  • Mortgages
  • Financial Protection

 Sam Pascoe CeMAP CeRER

Sam Pascoe CeMAP CeRER

Associate Partner

  • Mortgages & Equity Release

Other core members of the team

Whilst not involved in advising our clients, we wanted to introduce them to you

Robert Parsons

Robert Parsons

Senior Partner

Now semi-retired and no longer advising clients, Robert is responsible for managing the practice finances and our Administrative Team

 

Administrative Team

Administrative Team

Keep the practice running smoothly

If you call our office, you’ll speak to a member of our helpful and competent Administrative Team:

  • Gillian Gardiner
  • Joan Moore
  • Katherine Rogers
Sherlock Holmes

Sherlock Holmes

Office Dog & Chief Stress-buster

Keeps us entertained when he is in the office… and always up for a sausage roll, piece of cheese or any other consumable that might just be on offer!

 

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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