D W B Wealth Consultancy

The Founding Principles

At DWB Wealth Consultancy LLP, we pride ourselves on building long-term relationships with our clients. We understand that every individual has unique financial goals and aspirations, and we are committed to providing tailored advice and guidance to help you achieve your objectives.

Our Services

As a Senior Partner Practice of St. James's Place, we have access to a wide range of innovative and globally-managed investment products. Our experienced team of financial advisors, led by Managing Partners Simon Bishop and Ryan Wiggins, work closely with clients to understand their financial goals, risk tolerance, and investment objectives. We then provide expert guidance on the most suitable investment strategies, ensuring that your financial planning is aligned with your overall financial planning and personal goals.

Our Approach

At DWB Wealth Consultancy, we adhere to a holistic approach to financial planning, taking into account not only financial goals but also lifestyle, risk management, and tax considerations. Our advisors are dedicated to providing transparent and personalized service, ensuring that you feel empowered and informed throughout the financial planning process.

Our Specialisms

We specialise in providing expert advice on a wide range of wealth management services, including:

• Investment Management: We create individually tailored portfolios to meet your investment goals and risk tolerance.
• Tax Planning: We offer expert guidance on tax planning and mitigation strategies to help you minimise your tax liability.
• Protection Planning: We provide expert advice on protection planning, including life insurance, critical illness cover, and income protection.
• Retirement Planning: We help you plan for a comfortable retirement, ensuring that your financial goals are aligned with your lifestyle aspirations.

Client Testimonials

Our clients trust us to provide expert advice and guidance on their financial matters. Here's what some of our satisfied clients have to say:

• "Jake has been looking after my finances now for a number of years and I always find our reviews to be both informative and reassuring. He is very good at demonstrating my finances and various options open to me. I would happily recommend his services to my friends and family." - Name Supplied
• "Ryan understands my financial requirements and provides advice that is clear and transparent. He is more than willing to fit around my busy schedule and is always approachable. I would not hesitate in recommending Ryan and the first-class service he provides." - Louis Tomlinson

Why Choose Us

At DWB Wealth Consultancy, we pride ourselves on being a trusted partner, providing expert guidance and support to help you achieve your financial goals. With our experienced team, award-winning insurance products, and globally-managed investment portfolios, we are confident that we can help you achieve a better financial future.