What I Offer…

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.

What I do

  • Financial Advice
  • Financial Advisers
  • Lump Sum General Investments
  • Business Owners Protection and Pensions

My Stats

Last online 21st Jun 2018
Member since 25th Apr 2017
Number of testimonials 0
Meetings attended 37