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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm Saturday 9am - 5pm Sunday 9am - 5pm

SWT Wealth Management, Britannia House, Caerphilly Business Park, Caerphilly (2026)

09/06/2026

Supporting children and grandchildren financially is on many people’s minds.

Whether it’s helping with future education, a first home or long‑term savings, there are different ways to start building foundations early.

This article explains some of the main options available, along with key things to think about: https://partnership.sjp.co.uk/article/detail/sjpp/saving-and-investing-for-children-and-grandchildren.html

SWT Wealth Management 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).

SJP Approved 28/5/2026

02/06/2026

Fixed or tracker? Many people are revisiting this question for their mortgages.
With the Bank of England holding rates for now — but future increases expected — it’s important to understand how different mortgage types work.

🏡 Explore the differences and what to consider when reviewing mortgage options: https://partnership.sjp.co.uk/article/detail/sjpp/fixed-rate-or-tracker-choosing-the-right-mortgage-in-uncertain-times.html

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

SWT Wealth Management 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).

SJP Approved 13/5/2026

28/05/2026

Planning for the future can bring peace of mind for you and your family.

In recognition of/Following Dementia Action Week, this article looks at how a lasting power of attorney (LPA) can help ensure your wishes are understood if you’re unable to make decisions yourself.

Learn the different types of LPA and why putting one in place early can help avoid added stress for loved ones:
https://partnership.sjp.co.uk/article/detail/sjpp/denebtua-action-week-shoring-up-the-future-with-a-lasting-power-of-attorney.html

SWT Wealth Management 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).

SJP Approved 20/5/2026

04/05/2026

With access to over 60 of the UK’s biggest lenders from across the market, and a wealth of investment options, we can help you find the solutions that best fit your unique situation.

Remember, comprehensive financial planning is crucial at every stage of life. Whether you're buying a home, saving for retirement, or looking to grow your wealth, we're here to help.

Talk to us today, and let's map out your entire financial journey!

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

The value of an investment with St. James's Place may fall as well as rise. You may get back less than the amount invested,.

SWT Wealth Management 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) The St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 24/07/25

01/05/2026

While rates have remained stable since December, inflation remains above target and rising energy costs are adding to uncertainty around future decisions.

This article summarises the latest update and the key factors influencing the outlook for interest rates in the year ahead.

🔗 Read more: https://partnership.sjp.co.uk/article/detail/sjpp/bank-holds-base-rate-as-balancing-act-gets-tougher.html

SWT Wealth Management 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).

SJP Approved 1/5/2026

Address

Britannia House, Caerphilly Business Park
Caerphilly
CF833GG

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 5pm
Sunday	9am - 5pm

Website

http://www.swtwealth.co.uk/

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