SJP Financial advice in Cardiff

Place
Address
Email
Phone Number
Cardiff Office Address
Cardiff Office Address

Cardiff Office Address

3rd Floor,
2 Kingsway,
Cardiff,
CF10 3FD

Tel: 02921 056000

Email: [email protected]

If you are looking for help finding your local financial adviser, please use our find an adviser tool.

Office details

Our St. James’s Place Partners are located in central Cardiff, with other local offices networked throughout the city.

Because every client has different life goals and aspirations, we offer fully - personalised advice that covers financial, investment and tax planning, designed specifically to help achieve your lifestyle goals both now and throughout your life.

As one of the UK's largest wealth management companies, St. James’s Place is committed to making first class financial advice available to everyone.

Find your local financial adviser near Cardiff

Our experienced advisers offer professional, tailored, face-to-face advice based on your current circumstances and future aspirations. Start your journey now and find a St. James's Place adviser today.

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Our Products and Services

We have an array of products and services designed to help our clients get the right advice, make the best decisions and move towards their goals.

Financial Advice
Financial advice

You don’t have to be super-wealthy to benefit from financial advice. It’s about making a plan, helping you stick to it and guiding you through life's ups and downs. So you can rest easy.

How can advice help you?
women looking at computer
Investments

The right investments can offer real opportunities to grow your wealth and protect it against inflation. We offer a broad range of funds to choose from, along with expert advice to help you build an appropriate portfolio.

More on Investments
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Retirement

Regardless of the life stage you have arrived at, it’s important to receive the right advice on your pension requirements. We can help you make the most of the retirement opportunities available, whether you're an individual or a business.

Retirement planning
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Mortgages and protection

St. James’s Place can offer advice on a wide range of mortgages from first-time buyers to downsizing options. We're also specialists in providing effective solutions to help you keep yourself and your loved ones safe. Whether that's with life assurance, critical illness cover or income protection.

Find out more

Your home or other property may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Frequently asked questions

We work with you through each stage of your financial journey. Learn more about our business below:

What is financial advice?
Do I need financial advice?
Is financial advice worth it?
What is wealth management?
What does a financial adviser do?

How to find us

2 Kingsway is situated in the heart of Cardiff City Centre, benefiting from spectacular views over Cardiff Castle and the Principality Stadium. The office benefits from excellent road links and is ideally located within close proximity of both Cardiff Central Railway Station and Cardiff Queen Street Railway Station.

By road

If using SavNav, please use postcode: CF10 3FD

Travelling from the East on the M4, exit junction 32 and follow the A470 to Cardiff City Centre.

Travelling from the West on the M4, exit at junction 33 and follow A4232 towards Cardiff City Centre.

Travelling from Cardiff International Airport, take the A4226 signed Barry/Cardiff. After 3 miles, take the A4050 until you reach the 5th roundabout. Take the A48 and follow signs for City Centre.

Visitor car parking

Please use the City Centre car parks. The nearest one is NCP on Greyfriars Road (CF10 3NP). For reduced rates at the NCP we advise booking online ahead of your visit. 

By rail

Cardiff Central is the nearest station which is about a 10 minute walk away and operates a mainline service from West Wales, the Midlands, the South Coast and London. Cardiff Queen Street Station is a 15 minute walk and offers local rail services across Cardiff and from the South Wales Valleys.  

SJP Approved 05/04/2024