R & D Financial Management LLP

Senior Partner Practice of St. James's Place Wealth Management

Richard Davies, Partner

Richard graduated with an honorary Business, Marketing & Economics Degree in 1999 and has worked with a number of highly regarded institutions in various marketing roles. His last position was at The Times and Sunday Times newspaper before joining St. James’s Place in 2007. After completing his advanced qualifications in financial planning he became a specialist adviser in four key areas of financial advice; that being; Pensions, Long Term Care Planning, Inheritance Tax and portfolio construction. Richard is a full member of the Society of Later Life Advisers (SOLLA). Richard continues to work with, and help meet the needs of both private and corporate clients, providing holistic financial advice specialising in the following areas:

  • Wealth management and portfolio construction
  • Capital Gains Tax and Income Tax mitigation
  • Corporate and personal pension planning
  • Long Term Care advice and paying for care solutions
  • Investment and pension review service

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Mobile: 07506 576776
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Corrine Davies, Practice Manager

Mobile: 07824 449048
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