
Welcome to D L Reid Wealth & Finance. Located in Cardiff, South Wales I provide financial advice and services from mortgages, to investment planning and wealth management, tailored to individuals, families and businesses needs. I am experienced and qualified with client satisfaction our highest priority.
Your home may be repossessed if you do not keep up repayments on your mortgage
At D L Reid Wealth & Finance I understand that no client is the same and each individual needs tailored financial advise to suit their needs and aspirations. All be it, help with re-mortgaging to safe guarding future income and inheritance tax planning.
I work diligently to listen to our clients needs and provide suitable recommendations to give the required solutions.
Experienced and knowledgeable, I offer a wide range of services including:
- Pensions
- Investment planning
- Retirement Planning
- Inheritance Tax Planning
- Mortgages
- Protection planning
- Equity Release for Over 55s*
- Corporate Protection
- Corporate Pensions
My business is built on recommendations and if you think I can help you please give me a call to discuss and arrange a no-obligation consultation. I look forward to speaking soon.
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 will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Equity release is a lifetime mortgage. To understand the features and risks associated with such products, please ask for a personalised illustration.
We offer an excellent wealth management service which will help you achieve your goals
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 04/07/2024
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.