SPORT Financial Planning with Purpose

All your dedication and hard work today...  ...are part of your game plan for the future.

You don’t realise how quickly this will end.

Many sports stars face financial difficulties when their careers finish. Don’t let that happen to you.

Planning ahead will bring you fulfilment, security and peace of mind. And it’s important to have a purpose in life, whatever stage you’re at. The money you get today, used properly, can set you up for life.

So, visualise what you want life to look like after your career. Want to know how to make it happen? We can help.

Today you have 100% of your life left.

Tom Landry

Sport

Advice tailored for sportspeople
Safeguard the rewards from your talent

When you’re performing to the peak of your abilities on the pitch, track, court or course, the last thing on your mind will be your financial plans.

But this moment, when you’ve reached your full potential, is the best time to plan ahead. You know what you’re capable of, your income is comfortable and you can envisage how you want life to pan out.

Don’t ignore your financial future when you have the most power to influence it. The actions you take today can set you up for the rest of your life.

CERTAINTY IN AN UNCERTAIN FIELD

In sports, you can never predict how things will turn out. If we could, Ladbrokes would be out of business. Your career could take many turns, some expected, others unexpected. You might see changes due to injury, age, shifting team fortunes, divorce and more. All can affect your finances.

We’ve seen the challenges many injured and retired professionals face when they haven’t made proper financial plans for the end of their career. That’s why we take care to:

LISTEN - understand how you feel about retirement and what you want to happen

PLAN - tailor investments for the future you want, while still enjoying life now

IMPLEMENT - take action on your plan, so your money works harder for you ASAP

REFINE - adjusting plans to reflect economic or personal changes

We help you to define your vision so you have 100% clarity on what you want to achieve and how you’re going to achieve it.

ACT NOW, RELAX LATER

It’s definitely possible to put money aside for the future and still enjoy life now. Financial planning is about managing your wealth to get the best results at every stage both during and after your career.

When you’re 24 and dedicating yourself to mastery of your sport, retirement will seem a long way off. Setting up savings, pensions and investments now will ensure you transition smoothly from a life in sport to whatever you plan next.

Your future self will thank you for the moves you make today.

WE’VE BEEN THERE

You won’t meet many financial advisers with actual professional sports experience, but members of our team have exactly that. They’ve been on the same journey as you, and structured their wealth to provide for their lifestyles as their careers changed.

We understand your concerns, relate to your priorities and speak your language. 

I was very relieved and positive about putting a proper financial plan in place. Being a professional athlete can seem glamorous, but for me it's essential  I have taken steps to  ensure a promising future after rugby for myself  and my family.

Jimmy Gopperth

Premiership, RPA and Wasps player-of-the-season

Very refreshing to meet a team in wealth management who understands the challenges we face as professional athletes, David James Wealth were very helpful as I transitioned from rugby into the working world.

Luke McLean

Italian Australian former rugby union player

The reason we made contact with David James Wealth was the investment opportunity. It was very important to me that I look after my family when rugby finishes and that my wife and I have objectives in place for the future. It’s always a challenge dealing with your personal finances but David James Wealth answered every question with reassurance. We are comfortable with our experience and secure in our decision - certainly happy customers all round.

Curtis Rona

Australian international professional rugby player

Being a professional athlete, it is so important I have a financial plan in place. David James Wealth made the process really easy, they were extremely knowledgeable and professional in their approach.

Harry Elrington

Professional rugby player for London Irish

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