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.

E-Briefing Service Email Location : Keyworth 01157 270 310 07980 646 184

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.

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Advice & Services

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

Whatever your financial goals, create an investment strategy that helps meet your needs.

Insurance and protection products to help safeguard all that you hold dear.

Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.

Make your finances work harder with mortgages and access to specialist banking services.

Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

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

Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.

Here to support you and help to provide peace of mind in this uncertain time.

A number of carefully selected external managers of outstanding ability manage our client funds.

Testimonials

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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

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.

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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.

A number of carefully selected external managers of outstanding ability manage our client funds.

Over £93 million has been raised for our charitable arm, changing the lives of children and young people.

St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.