DWJ Wealth Management Ltd

Reviews

1. Jodie Grove ★★★★★

   I have been entrusting DWJ Wealth Management for some time and I couldn't be happier with the service I have received. They are friendly, extremely professional, knowledgeable, and responsive. The team at DWJ Wealth Management took the time to understand my financial goals and created a personalized plan to help me achieve them. They have provided me with valuable advice on investment opportunities, retirement planning, and estate planning. I have been impressed with their attention to detail and the level of communication they maintain with me. I always feel well-informed and confident in the decisions we make together. Overall, I highly recommend DWJ Wealth Management to anyone looking for a trustworthy and reliable partner to help manage their finances. Their expertise and dedication have truly made a positive impact on my financial well-being. I regularly recommend them. What stands out time and time again is that Danni really cares.

   1 year ago
2. wendy Harris ★★★★★

   As someone who had very little knowledge of finances, I simply used to just 'not spend'. I contacted Danni at DWJ and wow...a professional I could really trust and who totally understood my requirements. My money went from sitting earning nothing to building my retirement fund... Highly recommend ...

   almost 3 years ago
3. Justin Davies ★★★★★

   New client to DWJ , but very impressed with the communication and financial advice to date. Have thoroughly enjoyed my meetings with Danni , which are always informative and valuable , but personable too. Looking forward to working with the business long term.

   almost 4 years ago

1. Michael O'Meara ★★★★★

   Danni,Katy and the rest of the team at DWJ Wealth Management Ltd are absolutely brilliant. Myself and my Wife and other members of my family have used them over the past few years and they have always delivered outstanding advice. They are experts at resourcing solutions to fit the individual circumstances of their clients. Their knowledge base and ability to research products is incredible. They are a very approachable, considerate and empathetic group of people. We are very happy to wholeheartedly recommend them.

   almost 4 years ago
2. Shan Williams ★★★★★

   Should you want advice on pensions, investments, mortgages, then I would highly recommend DWJ Wealth Management. We have been benefiting from their experience for 7 years now. They have an ethos of creating long term relationships with their clients and giving the best advice for your current and future situation. With their personable, professional and knowledgeable approach they are a pleasure to do business with. a big Thank you to Danni and her team. We will be asking your advice and benefiting for many years to come I am sure.

   almost 5 years ago
3. Neil Dyer ★★★★★

   You don't realise you need a financial adviser until you meet someone like Danni. DWJ are phenomenal at what they do and that's not an overstatement. We wanted to make sure we were doing the best we could to help our kids in the future, as well as plan for ours, and we completely trust that DWJ have our best interests to heart. I recommend Danni and the team to everyone who asks about insurance, mortgages, pensions and life cover. Thank you

   more 7 years ago

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