R & D Financial Management LLP
Senior Partner Practice of St. James's Place Wealth Management
“I would highly recommend Richard Davies of R & D Financial Management. My family and I have been clients of Richard since 2008 and he has guided through many complex financial planning matters such as retirement planning, investing for income, inheritance tax planning, equity release and care fees planning for my brother. Richard's knowledge is excellent and he makes time to meet with me every year and on request to make sure my financial planning is on track, taking into account any changes in legislation, tax or the economic environment and my personal circumstances. I wouldn't hesitate in recommending Richard ad I have done on many occasions to friends and family members. ”
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.
R & D Financial Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC402884. Registered Office: 17 Shoal Creek, Collingtree Park, Northampton, Northamptonshire, NN4 0YT.