WD Wealth Management

Welcome to WD Wealth Management, a leading provider of bespoke wealth management solutions to both private and corporate clients. Our team of experienced financial advisers is dedicated to providing high-quality advice and services to help our clients achieve their financial goals.

Our Services

At WD Wealth Management, we offer a wide range of services designed to help you build, grow, protect, and preserve your wealth. Our services include investment planning, retirement planning, tax planning, as well as personal and business protection. We pride ourselves on building long-term relationships with our clients, and we take the time to understand their unique financial circumstances and goals. Our team works closely with our clients to provide tailored solutions that meet their specific needs.

About Our Team

Our team is led by Jillian Riddell, a highly experienced financial adviser with a passion for providing exceptional client service. We do not provide 'off the shelf' solutions; instead, we put our clients at the heart of everything we do. Our team is dedicated to providing a personalized service that is tailored to each client's individual circumstances.

About St. James's Place

WD Wealth Management is part of the St. James's Place Partnership, one of the largest groups of accredited and Chartered financial advisers in the country. St. James's Place is one of the UK's largest financial advice companies, founded in 1991 and trusted by nearly 1,000,000 clients to look after over 168bn of their money. As part of the St. James's Place network, we have access to a wide range of products and services that are created and managed by St. James's Place, allowing us to focus on providing one-to-one financial advice to our clients.

Cyber Security

We take the security of our clients' data very seriously, which is why we are Cyber Essentials Certified Plus. This means that we have passed an independent audit that validates the security of our systems. We are committed to protecting our clients' data and ensuring that our systems are secure and up to date.