DJLB Wealth Management Ltd
Associate Partner Practice of St. James's Place Wealth Management
“I really appreciate the way David Baldry, my wealth manager works with me. He has great integrity, has a forensic mind for detail and complexity identifying savings for me with taxation and yet is extremely personable and patient in explaining information that could be overwhelming. I recommend him to anyone looking for sound guidance on growing their pension for a reasonably long life.”
Caroline Gielnik, Senior Business Development, Bromley
“I used David at St. James's Place for a review of a number of pensions I had. He provided clear, concise advice without being too technical. He has continued to provide ongoing support. I would not hesitate to recommend him.”
Elias Paourou, Insolvency Practitioner, Worthing
You should remember that past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
DJLB Wealth Management Ltd is registered in England and Wales, Number 10368616. Registered Office: 303 Goring Road, Worthing, West Sussex, BN12 4NX.