About Danni Watts-Jones

Danni Watts-Jones

DipPFS Certs, CII (MP&ER)

Danni Watts-Jones is the Managing Director and has extensive knowledge of financial services. Danni has specialised in wealth management for over 26 years and in particular provides advice to the elderly and business owners. Coupled with this Danni also provides a personal bespoke service to the private individuals and corporates.

About

A wide range of wealth management services and plans are provided including investment planning, mortgages, protection, inheritance tax planning. As an accredited member of the Society for Later Life Advisers, Danni is also qualified to provide advice to a sector of the community with unique needs and aspirations. She has a wealth of expertise and experience and prides herself in providing an invaluable service to clients. She is committed to building long-term, high trust relationships and the advice she gives is of the highest standard. Not only does she meet her clients regularly, they are also invited to her client days where they find out more about what is happening in the world of wealth management. With an ever-changing environment and changing client circumstances, she feels that it is essential to write bespoke financial plans for clients achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.

She works closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that her clients receive the best advice available. It is not unusual for her to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.

Because of her strong client focus, she builds her business predominantly on introductions, both from her private clients and from other long-standing professional relationships. Many of her clients are keen to recommend her to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received. Read more about what her clients have to say.

Charity is also important to Danni and she regularly gives up time to participate in events.

Outside of her business, Danni is an enthusiastic golfer & loves spending time with her family especially her son, Harvey.

Testimonials

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Danni, of DWJ Wealth Management Ltd has, over the past 3 years given us excellent advice and help with our finances, investments and retirement planning. She is always willing and able to answer our questions on all financial and allied matters and gives clear, concise and understandable explanation...
Linda Roberts |Retired, Swansea

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

DWJ Wealth Management Ltd is registered in England and Wales, Number 09104954. Registered Office: 95 High Street, Gorseinon, Swansea, SA4 4BL.