An Associate Partner Practice of St. James's Place Wealth Management

Dane Valley Financial Services

Richard Ilgmann

At Dane Valley Financial Services, we provide personal financial advice to private and corporate clients in and around the Cheshire area. Planning for the future, for family or business is one of the most important steps you’ll ever take. We provide a face to face, personal service based upon excellence and integrity and will work with you to reach your financial aspirations and help you achieve your financial goals.

About

Dane Valley Financial Services was established in 2018 when it’s Principal, Richard Ilgmann accepted an invitation to join St. James's Place Wealth Management and launch a Wealth Management Practice based in the heart of Cheshire.

Full details of the services we provide are detailed in the advice and services section of this website and we would welcome the opportunity to talk to you regarding your financial circumstances. If you would like to organise a no-obligation financial review, please do not hesitate to contact us or alternatively click the enquiry tab.

Promotions

Item 1 of 3

Advice & Services

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

News & Insights

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

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.

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.