Our goal is simple: to provide a face to face, bespoke and personal service to clients living and retiring to the area.
We are a local team, run by people born and bred in Suffolk, with a strong link to our London office. Our network, Intrinsic, is one of the UK's largest distributors of financial advice.
Following an increase in demand in the Suffolk area due to banks strategically withdrawing their presence, DJW begun a joint venture with Flick and Son in late 2017, allowing Flicks to introduce business to DJW. As a result, we have coverage across three of their offices - Aldeburgh, Saxmundham and Southwold, whilst also conducting home meetings when convenient.
We work alongside several other local professionals to offer our clients a personalised financial plan right for them now and in the future.
- Are you a farmer or landowner considering your options following a sale of land?
- Have you considered the value of your estate and inheritance tax your beneficiaries may be liable to?
- Have investable assets of £100,000 plus
- Do you want to retain as much of your hard-earned money and assets in a legal and ethical manner?
- Do you want to protect assets and earnings in the event of illness or death?
- Do you want to protect your lifestyle in the event of injury or illness?
- Are you asset rich and cash poor and considering releasing capital from your property?
- Are you looking to purchase your first home or a Buy to Let?
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.