A full range of services to help 

keep your finances in great shape

Getting professional financial advice is important for individuals and businesses, yet many people hesitate to access it.

Let us take the strain.  Allow us to use our extensive knowledge and experience to find solutions tailored to your needs.

Our aim is to add value for our clients, whether for individuals or companies.

For investments, this means seeking funds which out-perform the market average; for protection this means a lower cost or better benefits for the same monthly payment.

We offer a holistic financial advice process, which takes into account every aspect of your personal position and allows us to ensure you get the most comprehensive service possible.

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

Remember, it’s never too soon to start planning for the future you want and to put policies in place which ensure you have an income should adversity strike.

Find out more about us on the following pages:

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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