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

DJLB Wealth Management Ltd

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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Testimonials

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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 ...
Caroline Gielnik |Senior Business Development, Bromley
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.

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.

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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.