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

Financial Planning with Purpose

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Don't look back in ANGER

Financial Planning with Purpose for Musicians

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

Wayne Gretsky

Financial Planning with Purpose for Sports People

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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.

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David James Wealth

What brings purpose to your life?

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David James Wealth Music

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

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David James Wealth Sport

What does life after sport look like for you? 

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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

Our Blog

Posted: 11/01/21

The trust problem

“I knew I needed to talk to someone about my finances. But I didn’t know who to ask, or where to start.”You need someone you can trust to help you set up a secure financial future. But tips on where to get reliable advice aren’t something you pick up in the changing room or after work. So, what can you do?