DJH Wealth Management was founded on the belief of providing a service dedicated to helping clients achieve their life goals.
We work with clients that we can add real and significant value and help them to make the right financial decisions.
We follow a process that helps us map out your current and future desired lifestyle. A combination of discovery, robust investment management and advanced financial planning helps us forge in-depth, collaborative and consultative client relationships.
Discovery > Diagnostic > Plan
Our experience tells us clients have different priorities, however some can be summarised into the following:
- Maintaining or achieving a desired lifestyle
- Minimising taxes
- Providing a legacy for heirs
- Protecting wealth from being taken unjustly
- Charitable giving
Our aim is to help you uncover your priorities through our discovery process and ultimately the financial goals that need addressing to help you achieve them.
We believe the best way to deliver our services is by way of fees rather than 3rd party payments. This transparency helps us build the trust our clients are looking for.
Specialist services include inheritance preservation, retirement planning, financial protection, pensions and divorce and trustee investments. We also advise businesses, pension schemes and court appointed deputies.
We recognise that we can’t be an expert in everything. As such we have a network consisting of additional experts including lawyers, accountants, tax specialists, insurance experts and actuaries to bring to bear the exact expertise you require.
If you want to find out more about our investment approach please download our guide: