Financial planning and advice
for the life you want to lead
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.
Robert H Parsons trading as 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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