Welcome to PD Financial Management Limited

At PD Financial Management Ltd we aim to present clients with a bespoke holistic approach that provides solutions and support for clients’ long term wealth management. This positive approach ensures a complete and constructive review with appropriate, effective advice.

Promotions

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Business Client Services

A business owner will face many challenges during the lifetime of their business such as; identifying and dealing with risk; attracting key personnel; structuring income and assets tax efficiently and ultimately business succession.

There are a wide range of financial products, advice and services available that are designed to assist business owners throughout their business journey

Testimonials

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Always professional and client focused, he has provided objective, informative and sound advice. His expertise and integrity are highly valued and I would have no hesitation in recommending him to anyone.
Client of Nick Ace
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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.

PD Financial Management Limited is registered in England and Wales, Number 5123232. Registered Office: No. 1 The Paddocks, Chateau Impney Estate, Droitwich Spa, Worcestershire, WR9 0BL.