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:
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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