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

David Rickards Financial Planning

davidrickardsfp.jpg

David Rickards

I believe that everyone should plan for a secure financial future for themselves and their family. I set up my business to meet this need and to provide my clients with high quality financial advice over the long term.

About

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.
David Rickards

17 Nottingham Road, Keyworth, Nottinghamshire, NG12 5FB

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
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 difference to our futures.
Mark Ryan
David helped review our pensions and our life assurance. He took time to really listen and understand our whole situation and needs before advising us. I have no hesitation in recommending David's services.
Ray Hall
I am really grateful for the help and advice David has given me regarding my life insurance. He is so easy to talk to and truly listened to my concerns and issues. He has been exceptionally thorough and covered every aspect, highlighting areas which I needed to pay attention too. He clearly explained everything and put me at ease with no pressure whatsoever. David gave me all case scenarios so I could make an informed decision from the expert advice he offered me. David genuinely wishes for your best interests and I certainly recommend him to all who are in need of financial advice. I shall most certainly be using his services again in the very near future. Thank you David for all your help.
Private Client

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 Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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.

davidrickardsfp.jpg
David Rickards
David Rickards Financial Planning