Business Details
10 Years
experience
Trusted Financial Advisers in Gloucester
Established in 2016, R D Wealth Management was founded by Richard Damagnez to deliver tailored, face-to-face independent financial advice to personal and corporate clients. Based in Gloucester, we serve clients across the UK, combining over 20 years of industry experience with Level 4 qualifications to provide holistic wealth management solutions. Our approach prioritises client needs, focusing on understanding financial positions, goals, and objectives to create practical, jargon-free plans. We maintain transparency through regular reviews and ongoing support, ensuring strategies adapt to legislative changes and evolving client circumstances.As an FCA-authorised firm, we uphold the highest standards of integrity and professionalism, offering a free initial consultation to assess how we can assist with financial aspirations. Our commitment to client-centric service is reinforced by our pursuit of Chartered Financial Planner status with the CII, demonstrating our dedication to continuous professional development and excellence in financial planning.
Services
Protection
Pensions
Auto Enrolment
Wills and Trusts
Mortgages
Savings and Investments
Details
- Year established: 2016
Highlights and features
- We have over 20 years of experience in financial planning.
- Our team offers personalized, jargon-free financial advice.
- We are FCA-authorised and regulated for compliance assurance.
- We provide free initial consultations with no obligation.
- We conduct regular reviews to ensure ongoing plan relevance.
Associations and certifications
- Financial Conduct Authority
Services
Protection
We offer tailored protection solutions to safeguard your financial future against unforeseen circumstances. Our services include life insurance, critical illness cover, and income protection, designed to provide security for you and your family. By assessing your individual needs, we recommend policies that align with your long-term financial objectives.
Pensions
Our pension planning services help you build a secure retirement fund through strategic contributions and investment strategies. We specialise in workplace pensions, personal pensions, and self-invested personal pensions (SIPPs), ensuring compliance with current regulations. Regular reviews ensure your pension plan remains aligned with your retirement goals.
Mortgages
We provide mortgage advice to help you secure competitive home loans tailored to your financial situation. Our services cover first-time buyer mortgages, remortgaging, buy-to-let investments, and specialist mortgages for unique circumstances. We work with a range of lenders to find the best rates and terms for your needs.
Wills and Trusts
Our wills and trusts services ensure your assets are distributed according to your wishes while minimising inheritance tax liabilities. We create legally sound wills, lasting powers of attorney, and trust structures to protect your legacy. Regular updates ensure your estate plan reflects any life changes.
Savings and Investments
We develop customised savings and investment strategies to grow your wealth over time. Our services include ISAs, investment portfolios, and risk-managed funds tailored to your risk tolerance and financial goals. Ongoing portfolio reviews ensure optimal performance and alignment with market conditions.
People
Richard Damagnez
Founder
Richard founded R D Wealth Management in 2016 with over 20 years of financial services experience. A Level 4 qualified adviser, he is pursuing Chartered Financial Planner status with the CII to enhance client service standards.
Questions
What services does R D Wealth Management offer?
We provide financial planning, pensions, protection, mortgages, wills and trusts, and investment services tailored to personal and corporate clients.
Is there a free initial consultation available?
Yes, we offer a free no-obligation meeting to discuss how we can help you achieve your financial goals.
Are your advisers qualified?
Our founder holds Level 4 qualifications and is working towards Chartered Financial Planner status with the CII.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority for compliance and client protection.
Do you work with UK-based clients only?
We serve clients across the UK, providing tailored financial solutions regardless of location.
How often are financial plans reviewed?
We conduct regular reviews to ensure your plan adapts to changing circumstances and legislative updates.
