We are committed to putting clients at the heart of everything we do and providing the best possible service. Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we're here to help and guide you with jargon-free advice both now and in the future.
We develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we're here to help and guide you with jargon-free advice both now and in the future.
Services
R D Wealth Management Ltd was set up in 2016 by Richard Damagnez, to deliver bespoke, face-to-face, Independent Financial Advice for both personal and corporate clients. R D Wealth Management Ltd is based in Gloucester with clients from all areas of the UK. Richard has over 20 years' experience in the industry, is Level 4 qualified and is working towards becoming a Chartered Financial Planner with the CII.
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