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 7 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:
Jon Pearce BSc (Econ) DipFA
Associate Partner
- Investments
- Pensions
- Financial Protection
Gareth Jenkins B.Ed (Hons) DipFA CeMAP
Associate Partner
- Investments
- Pensions
- Mortgages & Equity Release
- Financial Protection
David E Davies DipPFS
Associate Partner
- Investments
- Pensions
- Financial Protection
- Inheritance Tax Planning
- Wills
Michael J Underdown CeMAP
Associate Partner
- Mortgages
- Financial Protection
Josephine Hughes DipFA
Associate Partner
- Investments
- Pensions
- Financial Protection
- Inheritance Tax Planning
- Wills
Trystan Rees BSc (Econ) DipFA, CeMAP
Associate Partner
- Investments
- Pensions
- Mortgages
- Financial Protection
- Inheritance Tax Planning
- Wills
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
Senior Partner
Whist no longer directly advising clients, Robert leads the Practice, steering the way forward and managing all aspects of the business
Michael Apperley DipFA, MLIBF
Consultant
Mike is also now semi-retired, but still involved in St David’s Partnership, providing advice and guidance to other advisers within the Practice
Mike Leach
Compliance & Money Laundering Officer
A specialist in financial services, external consultant Mike is now the Compiance Officer and Money Laundering Reporting Officer for the practice
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
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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