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

David Rickards Financial Planning

David Rickards

I believe that smart investment is an important part of planning for a secure financial future; I also believe that finding ethical, sustainable and responsible businesses to invest in is good for the world and great for your wealth. I set up my business to help people who want to make a difference with their investments, and to have the highest quality financial advice they deserve.

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.


Prior to joining St. James's Place Academy, I enjoyed a successful 20 year career as a process improvement expert working with numerous high profile blue-chip companies. In my spare time I am a keen road cyclist and have completed Lands End to John O’Groats for charity. When not cycling, I enjoy spending time with my wife and two daughters. David Rickards Financial Planning was developed out of a desire to provide long term quality financial advice to help our clients achieve a secure financial future for themselves and their families. Through face to face meetings and leveraging the “best of breed” products tailored by St. James's Place Wealth Management, we help our clients achieve their financial goals. With a base south of Nottingham, we are well placed to service clients across the Midlands.


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Advice & Services

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

Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.


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David is honest, trustworthy and fully committed to our best interests. He took time to ensure that we understood all options and offered solid financial advice. I have no hesitation in recommending his services. We have made a considerable saving based on David's advice. This will make a big differ...
Mark Ryan |Manager, Nottingham

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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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

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 The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.