R & D Wealth Management Ltd

Friendly, Simple, Professional Advice.

1st floor, The Waterfront, Salts Mill Rd, Shipley, BD17 7EZ Directions

Tel 01274 028654
   Closed today Open Monday 09:00 - 21:00

Why Choose Us?

Impartial Advice
Personal Service
Years of Experience

Business overview

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.

Photos

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Products & Services

independent financial advisers

life assurance

pensions

retirement advice

child trust funds

financial consultants

financial planning

financial services

income protection insurance

investment & trust companies

investment consultants

investments

life assurance & pension companies

life assurance & pension consultants

Funeral Plans

business protection advice

tax planning

life insurance

final salary review service

savings reviews

free financial review

cash ISA reviews

stocks & shares ISA reviews

Credentials

Associations

  • Financial Conduct Authority (RAK00017)

Reviews

Financial Advice

5
We first made contact with Robert Kennedy earlier this year following a recommendation from a Facebook group. Robert provides knowledgeable, friendly, helpful financial advice with a personal touch. In our case it related to pensions and he was able to help us re-plan our finances in a way which has transformed our financial outlook. I would strongly recommend anyone who needs financial advice to get in touch with Robert.
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Simple, trusted advice.

5
We came across Robert when he held a free financial workshop near where we live. We decided to organised an appointment and to be honest we found him very helpful and very understanding towards our needs.

We have no hesitation in recommending Robert as we would use him again ourselves.
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Financial advice

5
I've trusted Robert with my finances for several years now, and always found him to be honest, true, helpful and friendly in every way. I would recommend him for all financial advice as his costs are up front and extremely competitive.
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Excellent advice & guidance

5
I originally approached Robert after seeing his contact details on Yell. I am very pleased with his advice, having contacted him on two different occasions. Having already done some internet research on some financial products, I discovered that he could get much better products for the same cost, or even slightly less. He is very open & honest, & gives detailed information in an easily understandable way. I highly recommend him to other potential customers.
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Attentive Honest Service

5
Very impressed with Robert when we went to talk to him about our future plans together and the business. Gave us the best life insurance plan for our very large family (free cinema tickets every week!!) even though it didn't make him as much in commission, which he was upfront about.
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