About Us

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. We offer personal attention and over 65 years of combined experience to help meet all your financial goals.

At DWJ Wealth Management we help each and every client to live their best life, and, when they change their direction, to live a different life, we are there to help them navigate that change.

E-Briefing Service

Stay up-to-date with the latest Industry Insights

Enter your email address and register or update your existing email preferences.