A Partner Practice of St. James's Place Wealth Management

J Griffiths Wealth Management Limited

Jonathan Griffiths

Dip CII
Planning for a secure future whether for yourself, or for your business, is one of the most important steps you will ever take.

We are wealth management and financial planning specialists serving individuals and businesses, where our aim is to provide a grounded service in the highest professional standards

About

With over 20 years of experience working within the financial industry, Jonathan has worked in recognised High Street banks, providing a wealth management service to high net worth clients and Business owners within the areas of South Wales and West of England. Latterly, Jonathan moved to work in London to further his career and to continue his success of providing a bespoke wealth management service.

Being invited to become an Associate Partner Practice of St. James's Place Wealth Management and setting up his own Practice, Jonathan saw that he could provide clients with a better service and best possible advice, whilst also developing close relationships with clients and in turn helping to achieve their financial security and aspirations.

Outside of working life, Jonathan is a keen sportsman, especially Rugby, Football and Golf. Jonathan is married with two grown up children.
Jonathan Griffiths

Suite 4, Britannia House, Penny Lane, Cowbridge, CF71 7EG

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
I have always been happy with, and confident in, the guidance and advice received from Jon, so much so, that I have been comfortable in recommending him to others. The first class balance of professionalism and sociability he achieves provides for an excellent client/adviser relationship.
R M Williams | Bridgend

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
SJPWM-Crop-Blue.svg

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

J Griffiths Wealth Management Limited is registered in England and Wales, Number 08664900. Registered Office: 66 Merthyr Mawr Road, Bridgend, CF31 3NR.
Jonathan Griffiths
J Griffiths Wealth Management Limited