Based in South Wales, we provide wealth management advice to clients both within the South Wales area, and more widely throughout the south of the UK.

The Practice provides an holistic approach to the key areas of financial planning, including investment planning, inheritance tax planning, retirement planning, protection and mortgages.

At Dale Matthews Wealth Management, a Senior Partner Practice of the award winning St. James's Place, we take away the frustrations of financial planning. We provide an assured, committed and personal approach to creating financial solutions specific to your personal needs.

Dale Matthews Wealth Management firmly believes that planning for a secure future, be it for you, your family or for your business, is one of the most important steps you will ever take. However, careful planning alone is not enough. Unless the plans are acted upon and regularly reviewed, changes in your circumstances or the effect of inflation may erode their value.

The best way that we can help you reach your goals is not only by providing you with appropriate advice and guidance now, but also ensuring that they remain effective in the future, no matter how your circumstances change.

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