Kelvin Redwood Wealth Management
London, Greater London, London
(2)
London, Greater London, London
(2)
The St. James's Place Group was established in 1992 by Sir Mark Weinberg, the late Mike Wilson CBE and Lord Jacob Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.
Today, St. James’s Place is a FTSE100 company listed on the London Stock Exchange (STJ).
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2 customer reviews
Benjamin Miller
Incredibly well-informed advice and detailed-directed decision making. Overall, a fantastic service and continued results. I would whole-heartedly recommend David’s services. More...
Edmund Pragnell
I've met a number of financial advisers in my time working in London, including some who were recommended to me, and they can often be uncomfortable affairs.
However with David I felt completely at ease throughout our meeting.
First and foremost, David was warm, courteous and friendly throughout. He took the time to understand my financial needs, aspirations and future life plans. Once David had learnt my objectives, he provided me with a thorough and comprehensive set of options that were available to me.
I look forward to meeting David again and I feel very confident that he will become a reliable and trusted adviser to me as I seek financial peace of mind.
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What do you love most about your job?
I've always enjoyed working with people, finding out what motivates them, and helping people to achieve both their financial and life goals.
What I love most about my job is being able to help people throughout their lives achieve their life long dreams and aspirations.
What inspired you to start your own business?
Being my own boss has always been a main aim for me, in order for me to be able to run the business in the way I feel to be most beneficial for my clients, then being able to build a company that encompasses my own virtues.
Why should our clients choose you?
As an Associate Partner of St. James’s Place, I deliver high quality, holistic financial planning advice to individuals and businesses who may not have the time, inclination or expertise to manage their affairs in the most effective manner.
I strive to help them over the long term in order to identify, understand and achieve their financial goals. Some people may be confused about their options, unsure of where to start or simply too busy to get things put in place. I aim to give them back control and peace of mind.
I am able to provide advice to individuals and small businesses in areas including:
• Managing Pensions
• Minimising Tax
• Investment Planning
• Protection
• Estate Planning
Typical clients may include:
• Sole-traders who are looking to set up their pensions for the first time.
• Mortgage owners or self-employed individuals who are looking for financial protection.
• Small Business Owners looking to maximise returns and assist in pension/investment planning.
• Senior Business Executives/C-level Executives.
• new home and retirement, for example Individuals working through a significant life event, such as marriage, divorce and inheritance.
• Corporate/Employee Financial Wellbeing services - Giving employees access a premium financial planning service.
• Individuals looking to save towards important financial goals.
Pension advice
Tax Solutions
Investments
Protection work
Estate Planning
