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Financial Adviser in Newport, Cardiff, Swansea and Bridgend
Welcome to Our Website
If you need a financial adviser in Newport we are the right company for you to call.
The St Davids Partnership is based in Swansea and we are able to provide our service to clients from throughout the surrounding areas including Cardiff, The Valleys, Bridgend and Newport.
Financial Adviser in Bridgend
Whenever you require assistance with wealth management in Cardiff just give us a call. We provide our service to anyone in Newport and the surrounding areas that requires independent financial advice. We offer an excellent range of services including:
- On / Off Shore Investments
- Tax Efficient Savings
- Unit Trusts
- Pension Planning
- Life and Critical Illness Insurance
- Income and Mortgage Protection
- Personal Wills
- Lasting Power of Attorney
Whatever it is that you require assistance with we are here to help. For further information please do not hesitate to get in touch with us and a member of our team will be happy to help you in any way that they can.
Financial Adviser in Cardiff
The St Davids Partnership is here to offer you an excellent service at all times. We have over 100 years of combined experience within the partnership and we operate as a highly ethical, independent firm.
We ensure that any advice that we offer is relevant to your individual needs and we aim to help people to achieve financial security and prosperity. For your peace of mind we are authorised and regulated by the Financial Services Authority (189117) and Michael Apperley is an affiliated member of the Society of Will Writers, along with being a member of the Chartered Insurance Institute.
Contact Us
So for a financial adviser in Cardiff remember to contact Michael Apperley at The St Davids Partnership today.
You can contact us by calling on 0845 013 4873 or you can send us a message using the 'Contact Us' page on this website.
We look forward to hearing from you soon if you require assistance with wealth management in Swansea.