Clear and thorough financial advice

Dan was referred to us by some friends that have been with him for many years and have always been happy with his advice and the service he has given them. We also wanted someone that was local to us and would look at all of our financial needs.

He was very clear and thorough during our discussions and pointed out a lot of things that we weren't aware of and feel that we have learned quite a lot from him and are happy to recommend him ourselves.

Brian & Kate

Helpful financial advice with a personal touch

We first made contact with Robert Kennedy earlier this year following a recommendation from a Facebook group. Robert provides knowledgeable, friendly, helpful financial advice with a personal touch. In our case it related to pensions and he was able to help us re-plan our finances in a way which has transformed our financial outlook. I would strongly recommend anyone who needs financial advice to get in touch with Robert.

Colin R

Very helpful and understanding

We came across Robert when he held a free financial workshop near where we live. We decided to organise an appointment and to be honest we found him very helpful and very understanding towards our needs.

We have no hesitation in recommending Robert as we would use him again ourselves.

Steve A

Honest reliable financial advice

Dan is an honest reliable person, he will explain any problem and give good advice. I feel that I am lucky having a person like Dan looking after my finances.

Richard A

Costs are up front and extremely competitive

I've trusted Robert with my finances for several years now, and always found him to be honest, true, helpful and friendly in every way. I would recommend him for all financial advice as his costs are up front and extremely competitive.


Can rely on R & D Wealth for a great job

Dan has been our financial advisor for over 12 years now, and has really helped us during this time. We see Dan more as a friend than as our financial advisor, and can always rely on him doing a great job for us.

Zoe & Alan