Life is what happens to you
while you're busy making
PLANS

Financial Planning with Purpose

Learn More

Don't look back in ANGER

Financial Planning with Purpose for Musicians

Learn More

You miss
100% of the shots that you don't take

Wayne Gretsky

Financial Planning with Purpose for Sports People

Learn More

Are you ready for your future? We’ll help you plan for the life ahead, while still living to the full

Find out how financial planning with purpose helps you take control of your money and live life to the full - now, and in the future.

Talk to us - we’re ready to listen.

Contact our team

David James Wealth

What brings purpose to your life?

Learn More

David James Wealth Music

Life’s not a rehearsal, so are you planning ahead?

Learn More

David James Wealth Sport

What does life after sport look like for you? 

Learn More

What you do now with your hard-earned wealth will make a huge difference to the rest of your life

David James Wealth made it easy and hassle-free for me to develop a long-term financial plan. They explained every step to me in a way I understood, and now we have set up a vision together that allows me to feel secure in knowing that I am actively planning for my financial situation after professional sport.

Oliver Hoskins

Australian rugby union player

As first-time investors we feel very comfortable with David James Wealth. Refreshingly transparent and efficient. They have made investing for the future very clear, easy and enjoyable!

Will and Emma

Early 30s and both doctors in London

I am delighted to say that the advice given and work David James Wealth have put in has worked for me. Without doubt, I would have no hesitation in recommending them as advisers to anybody who needs good and reliable advice.

R Coleman

Recently retired with a moderate lump sum of money who was keen to make best use of it