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Rhiwbina based financial adviser David Reid, part of the prestigious St. James’s Place
Partnership, has renewed his partnership with Rhiwbina Info.
We’re delighted to have David on board as one of our premium partners, helping us to maintain our news and information service as Wales’s Information Platform of the Year.
David offers a range of services to individuals, families and businesses.
“I’m happy to support Rhiwbina Info for another year and support our local community. Over the last year I have been providing financial advice to individuals and couples in lots of different financial scenarios.
"Supporting people going through divorce, assessing their situations, implementing Pension Sharing Orders and providing required capacity reports.
"After the budget in October, helping people understand the changes and what it means to their finances and investments. Provide help planning for inheritance tax changes and put in place strategies to overcome future liabilities.
"In addition, reviewing clients existing pensions, arranging new private pensions, re-mortgaging properties to secure better interest rates, new mortgages for new purchases, setting up new, managed Stocks and Shares ISAs and reviewing families' protection insurances.
"It has been a good year helping people, and I’m looking forward to 2025. I wish everybody the best of luck for a great, positive year!"
DL Reid Wealth & Finance is one of our Premium Partners, generously supporting Rhiwbina Info to provide our ongoing news, information, and events service.
You can contact David on 07977 171675 or david.l.reid@sjpp.co.uk
There’s more information at https://partnership.sjp.co.uk/partner/davidreid and on the following sites:
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.
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.
The 'St. James's’ Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved 28/01/2025
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