R & D Wealth Management Ltd
Friendly, Simple, Professional Advice.
1st floor, The Waterfront, Salts Mill Rd, Shipley, BD17 7EZ Directionshttps://www.yell.com/biz/r-and-d-wealth-management-ltd-shipley-7678371/#view=map
Why Choose Us?
Simple, Honest & Effective Financial Advice.
We are a firm of independent financial advisers based in Saltaire, offering professional financial advice throughout Yorkshire. With over 35 years combined experience we are committed to delivering better value and choice for our clients. Being a part of planning for the financial future of clients is a huge honour and a responsibility that we do not take lightly. This is why we get to know you and what is important. Whether it's a worry free retirement, saving for your children's education, fulfilling a lifelong ambition, its more than just looking at numbers its ensuring that we can assist you in meeting your “Goals”, working with you not just at the outset but also all the way to completing your “Goal”.
Managing your wealth can be complex and time-consuming. We help simplify things by addressing all aspects of your financial wellbeing from investments, retirement planning, pension advice, protection to tax and estate planning. We provide straightforward, transparent advice in a simple and convenient way, through the use of award-winning technology. This can include 24/7 online access to your complete financial affairs which enables you to be better informed, confident and empowered to reach your financial goals.
For more than 35 years, we have been helping individuals, families and businesses reach their financial goals. We have the industry recognised Diploma In Financial Planning from the Chartered Insurance Institute. We ensure that our continual professional development is up to date with the latest changes in rules and regulation both from professional courses and seminars.
Thank you for reading and we look forward to assisting you in your Financial Goals.
Products & Services
independent financial advisers
child trust funds
income protection insurance
investment & trust companies
life assurance & pension companies
life assurance & pension consultants
business protection advice
final salary review service
free financial review
cash ISA reviews
stocks & shares ISA reviews
- Financial Conduct Authority (RAK00017)
Simple, trusted advice.5
We have no hesitation in recommending Robert as we would use him again ourselves.