An Associate Partner Practice of St. James's Place Wealth Management

DJLB Wealth Management Ltd

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David Baldry

APFS
I specialise in providing a holistic, high level financial planning service to my clients to help them achieve their goals as their financial needs evolve over the years. I believe clients appreciate the provision of personal, face-to-face advice since everyone has their own concerns and ambitions.

About

Based in Sussex, but with offices in London, David provides wealth management advice to clients both within the City, and more widely throughout the South of England.

Prior to joining the financial services industry, David studied Law with Accountancy at Brighton University, and has established many working relationships with individuals within this sector due, in part, to the insight and understanding that he has for their specific financial requirements – whether these be personal or corporate.

David is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on personal development, which is why he holds the Chartered Financial Planner, Chartered Investment Manager (FCSI) and the Chartered Wealth Manager (formerly Masters in Wealth Management) qualifications. This, along with the pride and dedication that he places on developing solid personal relationships with clients, ensures that he is able to offer a rounded, professional and principled service.

As a representative of St. James's Place Wealth Management, David’s service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies.

Outside of the business, David is married with two children and has gone from being a keen footballer to a keen watcher of football with his son.

Charity is also important to David who regularly gives to the St. James's Place Charitable Foundation and participates in events.

DJLB Wealth Management Ltd was established by David Baldry upon accepting an invitation to join St. James's Place Wealth Management. He has 10 years of experience from working at an investment firm in Mayfair, London.

The business is built upon trust, and integrity. We start by understanding what is important to you and create a financial road map to help you achieve your goals. What is important to you is important to us.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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David Baldry

11 Hamilton Place, Mayfair, London, W1J 7DR

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
I really appreciate the way David Baldry, my wealth manager works with me. He has great integrity, has a forensic mind for detail and complexity identifying savings for me with taxation and yet is extremely personable and patient in explaining information that could be overwhelming. I recommend him to anyone looking for sound guidance on growing their pension for a reasonably long life.
Caroline Gielnik
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

The value of an investment and the income from it can fall as well as rise. You may get back less than the amount invested.
I used David at St. James's Place for a review of a number of pensions I had. He provided clear, concise advice without being too technical. He has continued to provide ongoing support. I would not hesitate to recommend him.
Elias Paourou
You should remember that past performance refers to the past and is not a reliable indicator of future results.

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

DJLB Wealth Management Ltd is registered in England and Wales, Number 10368616. Registered Office: 303 Goring Road, Worthing, West Sussex, BN12 4NX.
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David Baldry
DJLB Wealth Management Ltd