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David Rickards

I believe that smart investment is an important part of planning for a secure financial future; I also believe that finding ethical, sustainable and responsible businesses to invest in is good for the world and great for your wealth. I set up my business to help people who want to make a difference with their investments, and to have the highest quality financial advice they deserve.

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.

About

My guiding principle has always been to help people get the most out of their money. 

I like to encourage investments that tie in with my client’s core values – at the same time as striving to provide a secure financial future for them and their families. The result is to ultimately achieve those all-important financial goals whilst helping clients invest in line with their values.

It was back in my late teens that I developed an interest in stocks, shares and equities and up until 2018 I was a consultant advising blue chip companies.

I am a family man and keen road cyclist and enjoyed tackling the Lands’ End to John O’Groats route for charity. I raised money for Breast Cancer Now, a charity dear to my heart because this affected my mother.

My love of cycling goes hand in hand with my belief that we could all play a role in looking after the environment. Based on this, I am working towards having a carbon neutral business; using solar panels, driving an electric car and using carbon offsetting on gas heating. 

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

Testimonials

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David is honest, trustworthy and fully committed to our best interests. He took time to ensure that we understood all options and offered solid financial advice. I have no hesitation in recommending his services. We have made a considerable saving based on David's advice. This will make a big dif...

Mark Ryan| Manager, Nottingham

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 15/12/2022

The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.