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Sherald Waterhouse-Trew

DipFA, CeMAP

I provide bespoke wealth management advice to individuals and businesses across the whole of South Wales. I provide a wide range of solutions, with my advice being tailored to meet your personal and/or business objectives. I strive to offer exceptional service to meet your current and future needs.

About

SWT Wealth Management was established, when I Sherald Waterhouse-Trew accepted an invitation to join St. James's Place.

Prior to this I worked as a Senior Financial Planning Manager for Santander UK and have been in the financial services industry for more than 20 years.

Everyone is an individual and has changing financial needs throughout their life. I pride myself on being able to help with those needs by providing tailored advice when needed and when circumstances change. I offer a wide range of wealth management solutions including investment planning, retirement planning, protection, borrowing and inheritance tax advice.

I offer a no obligation initial consultation to access your circumstances and to establish whether my services would be of benefit to you. No need is too small and receiving advice helps you make informed decisions on the right way forward.

Promotions

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We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.

Emily Morgan

Office Manager/ Personal Assistant

Advice & Services

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

Testimonials

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I have known Sherald for over 3 years and have no hesitation in recommending her as a great Financial Adviser. She has a wealth of knowledge and takes her time to get to know you and then tailors her advice to suit your individual circumstances and requirements. I have learnt a lot from her. An a...

S. Davies| Cardiff
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News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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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.

SJP Approved 15/03/2023

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.