A long-standing, fully regulated, independent company; here to look after your interests
A trustworthy, independent company with the expertise to help you
If you’re looking for a long-standing, well-regarded and fully regulated financial services company that can offer independent advice, then you’ve come to the right place.
The financial well-being of our clients sits at the heart of our business. Our goal is to help every client maximise their financial position to align with their current and future life plans.
A professional team
Our team of 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, when we have said we will do so.
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.
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.
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.
Find out more about us on the following pages:
If you have any questions about us and the services we offer, please get in touch during our office opening hours.
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.