DWB Wealth Consultancy is a proud Senior Partner Practice of St. James's Place Wealth Management, and our sole aim is to provide our clients with the very best financial advice and servicing levels, putting the needs of our clients at the heart of our business. 

St. James's Place guarantee the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website at www.sjp.co.uk/products. 

We understand that every client has different needs and aspirations, so we offer personalised, face-to-face advice that covers financial, investment and tax planning designed specifically for their lifestyle goals and stage of life.

We are living through a period of uncertainty and change; with volatile markets, changes in regulation and increasing levels of taxation we are constantly reviewing and giving careful consideration as to how these factors will impact our clients and their businesses so that we can help protect and enhance their future financial lifestyle. 

We offer advice and services for individuals and business owners based on quality and strength in the following areas: building lifelong relationships with clients and their families, having access to the distinctive St. James's Place approach to investment management and having a diverse range of investment funds and portfolios.

The value of an investment with St. James's Place may rise as well as fall. You may get back less than you invested. 

Trusts are not regulated by the Financial Conduct Authority.

DWB Wealth Consultancy Limited 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 title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.

SJP Approved 02/09/2025

DWB WEALTH CONSULTANCY

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