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 individuals and businesses across the UK. With over two decades of industry experience, our team specialises in holistic wealth management and financial planning, prioritising integrity and client-centric solutions. We begin by understanding your current financial position and long-term objectives, then develop customised strategies to help you achieve these goals. Our Level 4 qualified advisors, including those working towards Chartered Financial Planner status with the CII, provide jargon-free guidance and ongoing reviews to ensure your plan adapts to legislative changes and evolving personal circumstances.As an FCA-authorised firm, we adhere to rigorous regulatory standards, offering transparent processes and a free initial consultation to assess how we can support your financial aspirations. Client satisfaction is central to our operations, with regular reviews and multi-channel communication options ensuring sustained relevance and effectiveness in meeting your needs.
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 includes Level 4 qualified advisors working towards Chartered status.
- We provide holistic, client-centred financial solutions.
- We offer free no-obligation initial consultations.
- We conduct regular reviews to adapt to changing circumstances.
Associations and certifications
- Financial Conduct Authority
Services
Protection
We help clients safeguard their financial future through tailored protection strategies, including life insurance, critical illness cover, and income protection. Our advisors assess your needs to recommend policies that align with your personal circumstances and long-term goals. Ongoing reviews ensure coverage remains appropriate as your life evolves.
Pensions
Our pension planning services focus on maximising retirement savings while optimising tax efficiency. We provide guidance on workplace pensions, personal pensions, and self-invested options, ensuring strategies adapt to regulatory changes. Regular reviews help maintain alignment with your retirement objectives and risk tolerance.
Wills and Trusts
We assist in creating comprehensive estate plans through wills and trusts to manage asset distribution and minimise inheritance tax. Our approach ensures legal compliance while protecting beneficiaries' interests. We also review existing arrangements to reflect life changes or legislative updates affecting estate planning.
Auto Enrolment
We guide businesses through auto-enrolment pension obligations, ensuring compliance with regulatory requirements. Our services include scheme selection, employee communication, and ongoing management support. We help employers establish cost-effective pension solutions that meet statutory duties while supporting employee financial wellbeing.
Mortgages
Our mortgage advisory service helps clients navigate home financing options, from first-time purchases to remortgaging. We assess affordability, compare lenders, and recommend products aligned with your financial situation. Ongoing support includes reviewing mortgage terms to ensure continued suitability as market conditions change.
People
Richard Damagnez
Founder
With over 20 years in financial services, Richard established R D Wealth Management in 2016. A Level 4 qualified advisor working towards Chartered Financial Planner status, he specialises in holistic wealth management and client-focused solutions.
Questions
What services does R D Wealth Management offer?
We provide financial planning, pensions, protection, wills and trusts, auto-enrolment pensions, and mortgage advice. Our services focus on tailored solutions for individuals and businesses.
Are your financial advisors qualified?
Yes, our advisors hold Level 4 qualifications, with some working towards Chartered Financial Planner status. We are regulated by the Financial Conduct Authority.
Do you offer a free initial consultation?
Yes, we provide a free no-obligation meeting to discuss your financial goals and assess how we can support you.
How do you ensure ongoing support?
We conduct regular reviews of your financial plan to adapt to changing circumstances, legislative updates, and evolving objectives.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority. Our company registration number is 10017350.
