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!

William Wynter Bee and Emma Wallis, Doctors

Welcome to David James Wealth

We offer a comprehensive financial planning service for all your investment and protection needs:

  • Pension Planning
    When do you want to retire and how much income will you need?
    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. 
  • Life Assurance
    How much cash would your family need to maintain their current lifestyle if you die prematurely?
  • Income Protection
    Would you require a regular income or a cash sum if you suffered a serious illness or disability?
  • Investments/Regular Savings
    Are you making the best use of any spare capital or surplus income?
    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. 
  • Mortgages
    Do you want to reduce your current mortgage outlay or are you moving home?
    Your home may be repossessed if you do not keep up repayments on your mortgage. 

We hope you find our site both useful and informative. Clients will shortly be able to view their policies and portfolios securely on the site, one of many electronic features coming to our website designed to enhance the wide range of services available at David James Wealth.

David James Wealth made a huge difference to my understanding of my finances, planning my retirement and my options thereafter.

Barton Facey, Senior Tax Manager