‘Professional. Friendly and Efficient’
Mr and Mrs T – early 60’s, business owners and short on time
'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. James was very helpful as I transitioned from rugby into the working world.'
Luke Mclean - 89 caps for Italy and played in two Rugby World Cups
'David James Wealth are the only people that I trust with my investments. They manage it all.'
Terry, 63, successful businessman towards the end of his career and wanting to plan his retirement and estate planning
'David James Wealth made a huge difference to my understanding of my finances, planning my retirement and my options thereafter.'
Barton, senior tax manager and considering his future as his working career came to an end
'Having retired with a moderate lump sum of money I was keen to make the best use of it, and for the money to work as hard as possible for me. Without doubt, I would have no hesitation in recommending David'
Richard, retired and wanting to make the best of his hard earned money so he could focus on enjoying the rest of his life
'David completely understands my financial needs and concerns for my future. This has given me a sense of security ever since the passing of my husband.'
June, 67, retired and suddenly widowed 9 years ago
'David James Wealth earned every penny of the fee we paid them. I’m certain we wouldn’t have got such a good mortgage without them, and possibly that we wouldn’t have been able to buy our house. I am very happy to recommend them.'
Duncan & Jude who are in their 40s and wanted to buy a second home for family holidays
'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. They inherited some money from Grandparents and were unsure what to do next