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Building your dreams, one project at a time.

SLD Wealth is a Senior Partner Practice of St. James's Place, delivering bespoke financial solutions tailored to the unique requirements of our clients. Our business is part of SJP's network of financial advisers, the Partnership, known for its large group of accredited and Chartered advisers in the country. We own and run our business, providing one-on-one financial advice, while the products and services we recommend to clients are looked after by St. James's Place. Our main goal is to help you secure your financial future, whether your priority is to build or preserve capital, gain financial protection against risk, reduce Inheritance Tax Liability, or pension planning for your retirement.

We take great pride in building long-term relationships with our clients, providing high-quality, tailored financial advice to both individuals and businesses. By truly understanding your goals and objectives, we deliver bespoke financial solutions, aiming to give you peace of mind. Our clients are at the heart of everything we do, and we do not provide off-the-shelf solutions.

Welcome to our new home - The Red Barn

We are delighted to introduce you to our new home, the Red Barn. Our beautiful new office space in the heart of Pontcanna, Cardiff, offers a modern and versatile environment. We look forward to welcoming our clients and friends of the firm soon.

Our Services

At SLD Wealth, we specialise in providing high-quality advice on many aspects of wealth management. Our services include:

  • Retirement planning
  • Investment planning
  • Inheritance Tax Planning
  • Mortgage planning
  • Protection planning

Retirement Planning

Planning for your retirement is one of the most important aspects of financial planning. With the ever-changing pension rules and the increasing longevity, it has become crucial to seek professional advice. We can help you determine the best approach for your retirement planning, taking into consideration your current financial situation, risk tolerance, and retirement goals.

Investment Planning

Investing for the future is essential in today's world, and it is essential to make informed investment decisions. We offer a range of investment solutions tailored to your needs and risk tolerance. Our expert financial advisers can guide you through the investment process, ensuring your investments align with your financial goals.

Inheritance Tax Planning

Inheritance Tax (IHT) can significantly reduce the value of your estate passed on to your loved ones. We offer tailored Inheritance Tax Planning solutions to help you minimise your IHT liability and ensure your estate passes to your chosen beneficiaries.

Mortgage Planning

Finding the right mortgage can be a daunting task. Our expert financial advisers can help you find the best mortgage solution tailored to your needs, ensuring you get the right mortgage for your circumstances.

Protection Planning

It is essential to protect yourself and your loved ones in case of unforeseen circumstances such as illness, injury, or death. We can help you find the right protection solution, providing you with the peace of mind that you and your loved ones are financially protected.

Meet the Team

At SLD Wealth, we have a team of highly skilled and experienced financial advisers dedicated to providing you with the best financial advice. Our team of experts has extensive knowledge and experience in the financial services industry, ensuring you receive the best financial advice tailored to your needs.

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