At DWJ Wealth Management Ltd, we provide tailored wealth management advice to private and corporate clients to help meet their personal & business objectives. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
Danni is an active board member and is delighted to be supporting Maggie's Cancer charity. In particular the Swansea based charity whose main aim is to support people who have cancer and their loved ones. She is an integral part of the team of the fund-raising board. 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.
Danni is an active board member and is delighted to be supporting Maggie's Cancer charity. In particular the Swansea based charity whose main aim is to support people who have cancer and their loved ones. She is an integral part of the team of the fund-raising board. 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.
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Based in South Wales, we provide wealth management advice to clients in Wales, within the City of London, and more widely throughout the south west of England. Our approachable, friendly team of professionals take away the frustrations of financial planning. We also have a long term care specialist who is able to assist with pre and post long term care requirements.
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