At DL Reid Wealth & Finance, I understand that no client is the same and each individual needs tailored financial advice to suit their needs and aspirations. I can help with anything from re-mortgaging to safeguarding future income and inheritance tax planning. I work diligently to listen to our clients’ needs and provide suitable recommendations to give the required solutions. Experienced and knowledgeable, I offer a wide range of services including: - Pensions - Investment planning - Retirement planning - Inheritance tax planning - Mortgages - Protection planning - Equity release for over-55s* - Corporate protection - Corporate pensions Your home may be repossessed if you do not keep up repayments on your mortgage. 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. * Equity release is a lifetime mortgage. To understand the features and risks associated with such products, please ask for a personalised illustration. My business is built on recommendations and if you think I can help you please give me a call to discuss and arrange a no-obligation consultation. I look forward to speaking soon. DL Reid Wealth & Finance Partner Practice of St. James's 4 Heol Y Nant CF14 6BS 07977171675 david.l.reid@sjpp.co.uk www.dlrw.co.uk SJP Approved 28/1/25 DL Reid Wealth & Finance 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 http://www.sjp.co.uk/products.