Partner Practice of St. James's Place Wealth Management
“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 explanations. Her cheerful disposition and friendly, welcoming personality are an added bonus.”
Linda Roberts, Retired, 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 queries. We would and have recommended her to friends.”
Linda Morgan, Retired, Gowerton
“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
“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 her clients to make well informed decisions. Danni and her team are reliable, efficient and exceptionally approachable. I have no hesitation in recommending DWJ Wealth Management to anyone looking to secure their financial future.”
Jayne Smith, Head of Comms, 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 professional help and guidance. I would not hesitate to recommend Danni and her colleagues to any other individual who require financial support.”
Miss Janet Morris, 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
“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 depending on the nature of the business. Their advice and support is much appreciated and I recommend them to you with total confidence.”
David C Davies, Retired, Swansea
“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 us retired folk! May our Partnership continue to grow.”
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.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
DWJ Wealth Management Ltd is registered in England and Wales, Number 09104954. Registered Office: 95 High Street, Gorseinon, Swansea, SA4 4BL.