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Rhiwbina financial adviser joins St. James’s Place Partnership

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Rhiwbina financial adviser David Reid is now part of the prestigious St. James’s Place

Partnership, offering a range of services to individuals, families and businesses.


“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,” he said.

“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”.


DL Reid’s services include advising and arranging all aspects of financial planning; mortgages, pensions & investments.


DL Reid’s business is built on recommendations. Being locally based, David will welcome your call to arrange a no-obligation consultation.


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 9/9/24

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