TESTIMONIALS we're proud of

We all have dreams. We help you achieve them.

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

David James Wealth have been my financial advisors for nine years, following the sudden death of my husband. During this time, they have completely understood my financial needs and concerns for my future. I am always impressed with their professionalism and competence.

J Rhodes

67, retired and suddenly widowed in her late 50s.

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

David James Wealth are the only people that I trust with my investments. They manage it all; pensions, managed funds, ISAs, the lot! I can give them no better recommendation.

T Nicolson


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let us know your plans

Keep in touch -
let us know your plans

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