Investment planning is key to building a solid financial future. We invest in our clients by building trusted, long term relationships. We specialise in providing high quality, tailored financial advice to individuals and businesses. By truly understanding your goals and objectives, we deliver bespoke financial solutions aiming to give you peace of mind.
We’d like to introduce you to our new home, the Red Barn. Our beautiful new office space in the heart of Pontcanna, Cardiff is modern and versatile. We look forward to welcoming our clients and friends of the firm soon.
SJP Approved 01/06/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.