David James Wealth

At David James Wealth, we offer clients a personal, bespoke service, providing straightforward, tailored financial and mortgage advice.

Our focus is on listening to you, considering the whole picture, and then helping you live the life you want. We call it Planning with Purpose.

From mortgages, pensions, insurances, investments, property, savings, and tax planning - we bring everything together in one place. And by seeing the full picture of your investments, you can be sure that we can provide professional financial advice that you can trust to make your money work harder for you.

“I wanted to release equity from my house to buy another property. Anthony did all the heavy lifting for me and kept me updated throughout. I wouldn't hesitate to recommend you.”
Sarah Elmey

Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage

“Toby came up with the perfect mortgage, one that I knew nothing about and simply would never have found by myself! The support he's given me has been outstanding”
Ann Follows

For your mortgage, investment, pension, and protection requirements, speak to us today. We're ready to listen.

Or to find out more visit our website at: davidjameswealth.com