David Baldry (DJLB Wealth Management Ltd)

David Baldry
DJLB Wealth Management Ltd

4N membership number: 150796

07900 832051
Location: Worthing


My Stats
Last online
21st Jun 2018
Member since
25th Apr 2017
Number of views
Number of posts
Number of testimonials
Meetings attended
What I Do
  • Financial Advice
  • Financial Advisers
  • Lump Sum General Investments
  • Business Owners Protection and Pensions
My Favourite Links
My Company Information

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

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.

About David Baldry