Dalvi Wealth Management Ltd, Partner Practice Of St James’S Place Wealth Management company information, Employees & Contact Information

Dalvi Wealth Management Ltd is a Partner Practice of St. James's Place Wealth Management. Our friendly and professional team are passionate about delivering exceptional client service alongside providing you with the financial planning advice to help you achieve your financial goals. As a team, we have over 50 years of experience within financial services. Our dedicated Client Relationship Manager ensures a personal approach whilst our team of Financial Advisers provide the expertise, professionalism, and integrity you would expect. Financial advice is about more than just selecting an investment, it is about understanding. Understanding you as our client, understanding what is important to you as our client, and understanding where you want to be in the future. We are here to help guide you along the way. We provide a wide range of services whether you are looking to build, grow, protect or preserve your own wealth and we also assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pension planning, protection for directors, key employees or shareholders, tax planning and aspects of exit planning. The value of your investments can go down as well as up. You could get back less than you invested. Trusts are not regulated by the Financial Conduct Authority. Dalvi Wealth Management Ltd 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). `The St. James's Place Partnership' and the title `Partner Practice' and `Partner' are the marketing term used to describe St. James's Place representatives. SJP Approved 07/02/2025