David James Wealth
David James Wealth offers financial planning services, focusing on assisting clients with their financial goals. They specialize in wealth management for individuals in the music and sports industries, providing a comprehensive approach to financial security.
- Pensions
- Mortgages
- Insurances
- Tax planning
- Wealth creation
- Wealth management
- Stocks and shares
- Wealth preservation
Locations
Competitors
Walmsley Financial Planning Ltd offers tailored financial planning and advice, focusing on building long-term relationships with clients.
Creative Lifestyle Planning is a lifestyle-focused financial planning business that provides individuals with peace of mind and clarity during significant life events such as retirement or divorce.
Company Details
David James Wealth is operated by David James Wealth Limited and is a Active company incorporated on 7 September 2018 with the registered office located in London, Greater London. David James Wealth Limited was registered 7 years ago.
Status
Active
Size
Micro
Directors
2
Age
7 years old
Employees
19
Turnover
Unreported
Total Assets
£1.05M
Cash in Bank
£188.71K
Total Liabilities
-£856.96K
Teams
12
9
2
2
2
1
Director • Joined Apr 2017
Chartered Financial Planner • Joined Jan 2021
Business Development Manager • Joined Mar 2024
Wealth Administrator • Joined May 2023
Financial Administrator • Joined Jul 2023
Chartered Financial Planner • Joined Sep 2024
Financial Planner • Joined May 2024
Mortgage And Protection Adviser • Joined Jul 2022
Financial Planner • Joined Jun 2022
Financial Advisor • Joined May 2018
Financial Administrator • Joined Jul 2023
Chartered Financial Planner • Joined Jan 2021
Chartered Financial Planner • Joined Sep 2024
Financial Planner • Joined May 2024
Mortgage And Protection Adviser • Joined Jul 2022
Financial Planner • Joined Jun 2022
Financial Advisor • Joined May 2018
Financial Planner • Joined Oct 2024
Mortgage & Protection Advisor • Joined Mar 2020
Director • Joined Apr 2017
Managing Director • Joined Oct 2021
Business Development Manager • Joined Mar 2024
Director • Joined Apr 2017
Managing Director • Joined Oct 2021
Wealth Administrator • Joined May 2023
Financial Administrator • Joined Jul 2023
View 12 members