At DWJ Wealth Management Ltd, we provide tailored wealth management advice to private and corporate clients to help meet their personal & business objectives. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
Danni is an active board member and is delighted to be supporting Maggie's Cancer charity. In particular the Swansea based charity whose main aim is to support people who have cancer and their loved ones. She is an integral part of the team of the fund-raising board. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
Danni is an active board member and is delighted to be supporting Maggie's Cancer charity. In particular the Swansea based charity whose main aim is to support people who have cancer and their loved ones. She is an integral part of the team of the fund-raising board. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
Services
Based in South Wales, we provide wealth management advice to clients in Wales, within the City of London, and more widely throughout the south west of England. Our approachable, friendly team of professionals take away the frustrations of financial planning. We also have a long term care specialist who is able to assist with pre and post long term care requirements.
Reviews (16)
Alisha Bromfield
Nov 02, 2021
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Victoria Danaher
Jun 20, 2021
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Ak Seppman
Jun 11, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I have used Danni and the team at DWJ Wealth in my personal capacity. They are very professional, responsive and always on hand to offer pragmatic advice.They also have a fantastic commitment to local community and good causes and I have recommended them to others.
I have used Danni and the team at DWJ Wealth in my personal capacity. They are very professional, responsive and always on hand to offer pragmatic advice.They also have a fantastic commitment to local community and good causes and I have recommended them to others.
Amy Seppman
Jun 01, 2021
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Justin Davies
Apr 17, 2021
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Tracey Anne
Apr 09, 2021
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Highly recommend the team from DWJ Wealth Management to help you on your way to managing your finances and obtaining a mortgage.
From a negative experience with another Financial Advisor and difficult news about my circumstances which left me fearing I was about to lose my family home after bereavement... Jess immediately put me at ease, found me… the first available appointment and guided me with the information I needed to get together for my initial appointment with Danni.
What can I say from my appointment with Danni to the support and guidance I received from both her and Katy throughout
From a negative experience with another Financial Advisor and difficult news about my circumstances which left me fearing I was about to lose my family home after bereavement... Jess immediately put me at ease, found me… the first available appointment and guided me with the information I needed to get together for my initial appointment with Danni.
What can I say from my appointment with Danni to the support and guidance I received from both her and Katy throughout
Michael O'Meara
Mar 28, 2021
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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.
Peterson Anthony
Mar 01, 2021
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Howie Johnson M. B. E.
Dec 10, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
“Danni has been our financial rock for 25 years. We cannot overstress what assistance she has given to us, not only with the fantastic performance of our invested money, but by the understanding advice she provides whenever required. Danni remains one of the most important people in our lives and we owe her such a debt of gratitude.”
“Danni has been our financial rock for 25 years. We cannot overstress what assistance she has given to us, not only with the fantastic performance of our invested money, but by the understanding advice she provides whenever required. Danni remains one of the most important people in our lives and we owe her such a debt of gratitude.”
Align Therapies
Aug 12, 2020
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Mai Davies
Jul 20, 2020
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“Friendly, approachable, thorough, and whip-smart. Danni Watts-Jones has the warmth of a favourite aunt with a mind like a bacon slicer. No question too stupid, no problem too small, she and her team will be like your personal Avengers – Assemble them, immediately, if you want a go-getting team with integrity. They’ll make your life easier and definitely richer, in every sense.”
Shan Williams
Jul 20, 2020
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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.
Suzy Poole
Jul 17, 2020
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I have known Danni for many years, previously as a colleague and in the latter years as my financial adviser. Since my husband's death 3 years ago Danni has helped me through the maze of planning for my own and my families future financial security. Her expert knowledge has helped reassure me that my children and grandchildren's future financial… needs will be met. She is straightforward, honest and can explain complex financial matters in a way that reassures me at all times. She has always been happy to listen to my concerns over the past few years during the turbulent fluctuations in
Jill Johnson
Jul 16, 2020
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“Ms. Watts-Jones has been our financial advisor for over 19 years. She always puts our interests first and gives sound advice. We have regular reviews of our investments with her, but we know we can contact her at any time if we have concerns. She is always professional with a friendly manner and totally trustworthy. I have had no hesitation in recommending her to friends and family, who also hold her in their esteem.”
Sian George
Nov 09, 2019
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Neil Dyer
Oct 08, 2018
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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
