Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Equity Release and Later-life Lending
Buying a home might be the most substantial purchase you ever make; and it is vital that you have the right mortgage. With so many lenders offering so many products, the choices can be bewildering.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Long term care service
Arranging care for yourself or a loved one is an emotional and complicated time. We can help you with the important issues.
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Sports professionals
Sports professionals understand that their careers can be short and that wealth should be nurtured and protected. We can help.
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Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Medical professionals
We can provide specialist financial advice and tailored planning to NHS professionals, GPs and dentists.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Danni Watts-Jones
DWJ Wealth Management Ltd
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Copyright St. James's Place © 2025