PDG Wealth Management is a family business based at North Warehouse, Gloucester Docks.
We have 28 years experience in providing individual and tailored face to face, personal financial advice.
PDG Wealth Management Ltd was incorporated in September 2019 and, after delays caused by the global pandemic, officially launched in as an Appointed Representative of Quilter Financial Services Ltd in July 2022.
Our family values are very important to us and underpin our high quality and professional service.
Core to what we do is taking time to listen to our clients, getting to know our clients as people, building solutions to match their needs and aspirations, and developing long term relationships that can span generations.
We are passionate about improving our clients’ financial wellbeing and helping them to feel confident about their finances.
We also understand that financial planning is not always at the top of everyone’s ‘To Do List,’ because we all lead busy lives juggling work, social and family.
This can lead to worry and the nagging feeling that I should be doing something but I haven’t got time, not sure where to start and not sure who I can trust.
We can help take that worry away and we regularly help our clients become more time rich, safe in the knowledge that their finances are in order and that we are in touch regularly.
We are always at our clients side to help make those important financial decisions.
We also appreciate that most people do not have specific ‘financial goals,’ as such, but instead their aspirations can be less defined and more of a general ‘direction of travel’ as to where they would like to be in life, both now and in the future.
PDG Wealth Management can help you define what is possible by understanding your existing arrangements, working with these existing plans and help you to realise your achievable financial aspirations.
Life can also take unexpected turns, and we here for our clients as a trusted partner, to help make adjustments and changes to financial plans as no one can accurately predict the future.
