DJLB Wealth Management Ltd - Worthing

DJLB Wealth Management Ltd: Un Servicio de Planificación Financiera de Alta Calidad

DJLB Wealth Management Ltd es una empresa de planificación financiera con sede en Worthing, Reino Unido, que ofrece servicios de inversión y planificación financiera a sus clientes. Con una dirección de 77, Chapel Rd, Worthing BN11 1HU, Reino Unido, esta empresa ha ganado la confianza de sus clientes con su enfoque en la atención personalizada y la transparencia.

Sobre la Empresa

Con más de 13 años de experiencia en la industria, DJLB Wealth Management Ltd ha establecido una reputación sólida como proveedor de servicios de planificación financiera de alta calidad. La empresa está liderada por un equipo de expertos en finanzas que trabajan estrechamente con sus clientes para entender sus objetivos financieros y desarrollar planes personalizados para alcanzarlos.

Los servicios de DJLB Wealth Management Ltd incluyen planificación financiera, servicios de inversión y gestión de activos. La empresa utiliza una variedad de estrategias de inversión para adaptarse a las necesidades individuales de cada cliente, lo que garantiza que sus inversiones se ajusten a sus objetivos y tolerancia al riesgo.

Características y Servicios

• Planificación financiera personalizada
• Servicios de inversión
• Gestión de activos
• Atención personalizada
• Transparencia y comunicación
• Acceso a tecnología de última generación

Ubicación y Accesibilidad

DJLB Wealth Management Ltd tiene su sede en Worthing, Reino Unido, lo que facilita el acceso para los clientes que desean visitar la oficina en persona. La empresa también ofrece apoyo a personas con discapacidad, con acceso a un baño adaptado y citas en línea disponibles.

Recomendaciones y Opiniones

Los clientes de DJLB Wealth Management Ltd han expresado su satisfacción con los servicios de la empresa. Se ha mencionado que los expertos en finanzas de la empresa son conocidos por su conocimiento y comprensión de las necesidades financieras de cada cliente. Los clientes también elogian la clarity con la que se presentan los planes financieros y la comunicación efectiva con el equipo de la empresa.

La empresa tiene una media de opinión de 5/5 en Google My Business, lo que refleja su compromiso con la calidad y la satisfacción de los clientes.

Información de Contacto

Para obtener más información sobre los servicios de DJLB Wealth Management Ltd, por favor visite su sitio web en djlbwealth.co.uk o llámenlos al teléfono 1903681966 para programar una cita.

👍 Reviews of DJLB Wealth Management Ltd

annachun Z.

5/5

My husband (Michael Freestone) and I have had our St.James`s Place portfolios with DJLB Wealth Management Limited since March 2017.
During that time we have been impressed with David Baldry`s knowledge and he makes sure at reviews that we have understood any changes suggested. The management of our funds is presented with clarity and backed up promptly with full documentation. All meetings, whether face to face or by telephone or Zoom are recorded accurately.
We wish DJLB Wealth Management Limited continued success in the new office and look forward to future meetings.

Sam S.

5/5

DJLB Wealth Management Ltd are a professional company that offer their customers an excellent service. They treat you as an individual and whether you have a vast knowledge of the financial market or hardly any, they will work with you to create a portfolio that meets your needs and make your hard earned money work the best for you. David Baldry and his team are friendly, welcoming and having used them for a number of years, I would recommend them to you as financial advisers.

Rick A.

5/5

I have been engaged with David for 8+ years now and he has always delivered a great service. His knowledge and understanding of the financial systems is outstanding and he continually provides good advice, especially in the uncertain world circumstances we have witnessed since lockdown. I would have no hesitation in recommending him and have done so to relatives and friends.

Mark D. A. S.

5/5

Being self employed, setting up a private pension was essential to me. David guided me through the process, set me up and managed my pension for nearly 10 years since. David is very knowledgeable and keeps up to date with all things effecting the economy and analyses what the best set up is for my pension on an annual and interim basis to ensure a positive return on my investments. I would highly recommend anyone to hire an expert when it comes to managing their finances and pension, and David is definitely that person.

Andreas D.

5/5

I’ve known David for approximately 12 years, and has consistently provided excellent advice. He explains even complex details with clarity, ensuring l fully understand every step.
David is always one step ahead, anticipating needs and offering thoughtful guidance that has been invaluable over the years.

Gibson B.

5/5

David Baldry is someone who has given me some great insights as to how I can sustain and plan for my future. His guidance really opened my eyes and encouraged me to look at the bigger picture. Highly recommend him to any self employed people out there.

Marie M.

5/5

I initiated a meeting with Dave so he could provide my family with investment advice.
Dave outlined the options available and helpfully answered the questions we had. We felt we had all the information we needed to make an informed choice in order to achieve our financial goals.
We continue to seek Dave’s advice and welcome his professional and enthusiastic nature.
Thanks for everything Dave.

Andrew L.

5/5

DJLB helped me consolidate my pensions, which were with numerous different providers, organise my health insurance policies and helped me make a sound financial plan for the future. With DJLB guidance the process was smooth and the burdensome admin was taken care of by their team which meant it actually got done. Highly recommended. Andrew