Ref No. B216960
DJLB Wealth Management Ltd77 Reigate Road
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At DJLB Wealth Management Ltd, we help clients, individuals or companies, identify, quantify, and reach their financial goals. With offices in London and the South East, planning your financial future starts with a no obligation, initial meeting.
DJLB Wealth Management Ltd was established by David Baldry upon accepting an invitation to join St. James's Place Wealth Management. He has 10 years of experience from working at an investment firm in Mayfair, London.
The business is built upon trust, and integrity. We start by understanding what is important to you and create a financial road map to help you achieve your goals. What is important to you is important to us.
Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.
We aim to deliver our commitment by:
• Providing personal face-to-face financial advice • Giving you the opportunity to review your financial affairs regularly • Effectively managing your investments via our distinctive approach • Keeping you informed of the latest news and any changes that might affect your personal situation • Listening to your feedback • Ensuring that our dealings with you are sensitive to your needs.
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. You may get back less than you invested.
DJLB Wealth Management Ltd are listed in;
Financial Services Directory - Financial Services in Worthing - Financial Services in West Sussex - Worthing Business Directory - West Sussex Business Directory
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Financial adviser pensions ISA insurance inheritance tax Financial Services West Sussex DJLB Wealth Management Ltd Worthing West Sussex www.djlbwealth.co.uk
DJLB Wealth Management Ltd Worthing West Sussex
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