David Reid

About

At D L Reid Wealth & Finance I understand that no client is the same and each individual needs tailored financial advise to suit their needs and aspirations. All be it, help with re-mortgaging to safe guarding future income and inheritance tax planning. I work diligently to listen to our clients needs and provide suitable recommendations to give the required solutions. Experienced and knowledgeable, I offer a wide range of services including: - Pensions - Investment planning - Retirement Planning - Inheritance Tax Planning - Mortgages - Protection planning - Equity Release for Over 55s* - Corporate Protection - Corporate Pensions My business is built on recommendations and if you think I can help you please give me a call to discuss and arrange a no-obligation consultation. I look forward to speaking soon. Your home or other property 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice 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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 29/07/2025