Our Approach
Working Together
At our first meeting we will outline and explain the services and advice we can provide. This will allow us to get to know each other and help us to develop a relationship that will benefit you in the future. The overall aim of our relationship is to secure your future and for us to provide services that will deliver significant value.
By gaining a clear understanding of your objectives and expectations, we aim to identify your concerns, responsibilities, aspirations, and ambitions to help you live your best life!
Together, we will create a working plan, providing you with a clear path towards meeting your financial goals. This includes clarifying your objectives and researching all the options available to you. We will monitor your plan closely and make amends as and when appropriate, as we appreciate that personal circumstances, opportunities, and legislation develop over time.
We can agree the frequency and nature of the ongoing advice and service you would like to receive, including weekly market updates, annual reviews, and online access to your portfolio.
Basing our service on this principle, we have built exceptionally strong, trusted, and lasting relationships with our clients.
Testimonials
Item 1 of 11
Danni of DWJ Wealth Management has been very helpful and supportive to me with my finances upwards of 10 years. She always provides an excellent service, giving sound advice focussing on the client's own individual needs. I have in the past recommended her to friends who were also delighted with her...
Miss Janet Morris | Retired, Swansea
Danni and her team took time to really understand what would work best for us and Jess handled all the paperwork with great speed and clarity. Their efforts meant we secured the perfect property for us and also have a plan which gives us the best value products over the next few years. I always reco...
Sian Edwards & Piers
Marketing, HR, Accounts, I could go on all day …. There’s always a never ending list of things to manage when running a Business and sometimes these areas are beyond your expertise and can be daunting. Danni and the team at DWJ Wealth Management take your concerns, work them through and bring a clea...
Abby Truscott
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 w...
Mai Davies | Broadcaster/Journalist, Swansea
DWJ Wealth Management is a strong, experienced partnership, offering sound professional financial advice. The customers/ clients are highly valued and the focal point of all decisions. Monitoring and evaluating performance is the key feature of their success with short, medium to long term benefits ...
David C Davies | Retired, Swansea
Danni of DWJ Wealth Management has always given us sound advice, putting our needs and interests first. We trust her, and know her to be honest. The service and support provided has been excellent. The recommendations given have resulted in healthy outcomes. We do not hesitate in recommending her.
Elwyn Griffiths | Retired, Neath Port Talbot
What can I say? We currently have 5 investments with St. James's Place via Danni (DWJ) all of them are performing as intended. Credit to Danni; she knows how to invest within the parameters of the client's profile, whilst also obtaining results beyond our expectation. Brilliant win win situation for...
Jacquie Cheney & Shirley Berry | Retired, Ystradgynlais
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. You may get back less than you invested
Danni Watts-Jones has always provided exceptional advice, support and guidance through the myriad of wealth management options. Understanding individual needs and clearly explaining opportunities in critical when planning ones future and Danni has the ability to present options succinctly to enable ...
Jayne Brewer | Head of Comms, Swansea
We have dealt with Danni on a professional basis for the last 20 years and have always found her to be totally honest in all our dealings with her. I can find no fault and would totally recommend her services, and often do so.
John and Susan Davies | Retired Teachers, Swansea
Over the years we have squirrelled away our saving and various investments. A friend suggested we contact Danni, who consolidated our accounts and made them more understandable. We feel secure and confident in her abilities. Her friendly and approachable manner inspires us to contact her with querie...
Linda Morgan | Retired, Gowerton
Danni, of DWJ Wealth Management Ltd has, over the past 3 years given us excellent advice and help with our finances, investments and retirement planning. She is always willing and able to answer our questions on all financial and allied matters and gives clear, concise and understandable explanation...
Linda Roberts | Retired, Swansea
Danni of DWJ Wealth Management has been very helpful and supportive to me with my finances upwards of 10 years. She always provides an excellent service, giving sound advice focussing on the client's own individual needs. I have in the past recommended her to friends who were also delighted with her...
Miss Janet Morris | Retired, Swansea
Danni and her team took time to really understand what would work best for us and Jess handled all the paperwork with great speed and clarity. Their efforts meant we secured the perfect property for us and also have a plan which gives us the best value products over the next few years. I always reco...
Sian Edwards & Piers
Marketing, HR, Accounts, I could go on all day …. There’s always a never ending list of things to manage when running a Business and sometimes these areas are beyond your expertise and can be daunting. Danni and the team at DWJ Wealth Management take your concerns, work them through and bring a clea...
Abby Truscott
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 w...
Mai Davies | Broadcaster/Journalist, Swansea
DWJ Wealth Management is a strong, experienced partnership, offering sound professional financial advice. The customers/ clients are highly valued and the focal point of all decisions. Monitoring and evaluating performance is the key feature of their success with short, medium to long term benefits ...
David C Davies | Retired, Swansea
Danni of DWJ Wealth Management has always given us sound advice, putting our needs and interests first. We trust her, and know her to be honest. The service and support provided has been excellent. The recommendations given have resulted in healthy outcomes. We do not hesitate in recommending her.
Elwyn Griffiths | Retired, Neath Port Talbot
What can I say? We currently have 5 investments with St. James's Place via Danni (DWJ) all of them are performing as intended. Credit to Danni; she knows how to invest within the parameters of the client's profile, whilst also obtaining results beyond our expectation. Brilliant win win situation for...
Jacquie Cheney & Shirley Berry | Retired, Ystradgynlais
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. You may get back less than you invested
Danni Watts-Jones has always provided exceptional advice, support and guidance through the myriad of wealth management options. Understanding individual needs and clearly explaining opportunities in critical when planning ones future and Danni has the ability to present options succinctly to enable ...
Jayne Brewer | Head of Comms, Swansea
We have dealt with Danni on a professional basis for the last 20 years and have always found her to be totally honest in all our dealings with her. I can find no fault and would totally recommend her services, and often do so.
John and Susan Davies | Retired Teachers, Swansea
Over the years we have squirrelled away our saving and various investments. A friend suggested we contact Danni, who consolidated our accounts and made them more understandable. We feel secure and confident in her abilities. Her friendly and approachable manner inspires us to contact her with querie...
Linda Morgan | Retired, Gowerton
Danni, of DWJ Wealth Management Ltd has, over the past 3 years given us excellent advice and help with our finances, investments and retirement planning. She is always willing and able to answer our questions on all financial and allied matters and gives clear, concise and understandable explanation...
Linda Roberts | Retired, Swansea
Danni of DWJ Wealth Management has been very helpful and supportive to me with my finances upwards of 10 years. She always provides an excellent service, giving sound advice focussing on the client's own individual needs. I have in the past recommended her to friends who were also delighted with her...
Miss Janet Morris | Retired, Swansea
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