DWJ Wealth Management Ltd Seaway Parade, Port Talbot SA12 7BR
About the Business
DWJ Wealth Management Ltd is a reputable finance and insurance agency located in the United Kingdom. The institution is conveniently situated at Unit 14, SA12 Business Centre, Seaway Parade SA12 7BR, which is easily accessible from different parts of the country. As a point of interest, DWJ Wealth Management Ltd has become a trusted establishment offering exceptional financial solutions to individuals and businesses alike.
At DWJ Wealth Management Ltd, we understand that managing wealth can be a daunting task, which is why we offer bespoke financial planning services tailored to meet the needs of our clients. Our team of experienced financial advisors and planners work collaboratively with our clients to create customized financial plans that align with their long-term financial goals. Our goal is to help our clients achieve financial success, enhance their financial security, and plan for the future.
We specialize in a wide range of financial solutions, including investment planning, retirement planning, estate planning, tax planning, and much more. Our team is equipped with up-to-date knowledge of the latest market trends and financial regulations. We use our expertise to provide personalized advice, develop customized financial plans, and constantly monitor and adjust our plans to ensure that our clients' financial goals are met.
Our insurance agency also provides a wide range of security plans, including life insurance, disability insurance, long-term care insurance, and more. We understand that the unexpected can happen at any time, which is why we strive to provide our clients with the best coverage possible to ensure they are protected during difficult times.
At DWJ Wealth Management Ltd, we pride ourselves on our commitment to excellence, exceptional customer service, reliability, and transparency. We work tirelessly to provide our clients with the highest level of service and financial solutions that are designed with their best interests in mind. If you're looking for a reliable and trustworthy financial institution that can help you achieve your long-term financial goals, look no further than DWJ Wealth Management Ltd.
Location & Phone number
Unit 14, SA12 Business Centre, Seaway Parade SA12 7BR, United Kingdom
Hours open
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"As someone who had very little knowledge of finances, I simply used to just 'not spend'. I contacted Danni at DWJ and wow...a professional I could really trust and who totally understood my requirements. My money went from sitting earning nothing to building my retirement fund... Highly recommend ..."
"New client to DWJ , but very impressed with the communication and financial advice to date. Have thoroughly enjoyed my meetings with Danni , which are always informative and valuable , but personable too. Looking forward to working with the business long term."
"Danni,Katy and the rest of the team at DWJ Wealth Management Ltd are absolutely brilliant. Myself and my Wife and other members of my family have used them over the past few years and they have always delivered outstanding advice. They are experts at resourcing solutions to fit the individual circumstances of their clients. Their knowledge base and ability to research products is incredible. They are a very approachable, considerate and empathetic group of people. We are very happy to wholeheartedly recommend them."
"Should you want advice on pensions, investments, mortgages, then I would highly recommend DWJ Wealth Management. We have been benefiting from their experience for 7 years now. They have an ethos of creating long term relationships with their clients and giving the best advice for your current and future situation. With their personable, professional and knowledgeable approach they are a pleasure to do business with. a big Thank you to Danni and her team. We will be asking your advice and benefiting for many years to come I am sure."
"You don't realise you need a financial adviser until you meet someone like Danni. DWJ are phenomenal at what they do and that's not an overstatement. We wanted to make sure we were doing the best we could to help our kids in the future, as well as plan for ours, and we completely trust that DWJ have our best interests to heart. I recommend Danni and the team to everyone who asks about insurance, mortgages, pensions and life cover. Thank you"
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