DWJ Wealth Management Ltd
Company Management

DWJ Wealth Management Ltd

Financial Services Park, United Kingdom 9 employees
Employees
9
dwjwealth.co.uk LinkedIn

DWJ Wealth Management Ltd Overview

Headquarters
Park, United Kingdom
Website
dwjwealth.co.uk
Industry
Financial Services
Employees
9
Founded
2014
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Private Clients Business Owners Long Term Care Planning SENDFA Financial Planning Retirement Planning Inheritance Tax Planning Wealth Management Protection Planning Tax efficient Saving and Investing Divorce

About DWJ Wealth Management Ltd

DWJ Wealth Management Ltd is a Senior Partner Practice of St. James's Place Wealth Management. 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 Contact Details

People in AeroLeads
4

DWJ Wealth Management Ltd Org Chart

Sample employees and titles
Name Title Contact
Danni Watts-Jones Multi Award Winning Managing Director at Dwj Wealth Management Ltd, Senior Partner Practice of St. James's Place Wealth Management
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Sadie Lewis Wealth Management Administrator at Dwj Wealth Management Ltd Pss - Mother - Unicorn 🦄
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Terry Watts-Jones Financial Paraplanner with Dwj Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management.
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Kathryn Shears Financial Planning - Financial Advice - Retirement Planning - Investment Planning - Inheritance Tax Planning - Protection - Wealth Management
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Employees by Management Level

Individual contributor 4 profiles
Director 1 profile

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