Hello, my name is Danni Watts-Jones and I am the Managing Director at DWJ Wealth Management, based in South Wales.
With nearly 30 years experience and a strong track record in the financial/banking industry, you and your hard earned money are in safe hands, with sound, practical, realistic advice never far away at the end of a phone, email or Zoom call.
My job is not just to manage my client’s wealth ~ or lack of ~ it is to manage all the emotions and stresses that go hand in hand with money management.
Many of you may fear finances and I am sure there are occasions when you come out in hives thinking about financial matters! I see it as my job to take that strain off managing your finances, making your wealth creation a pleasure, and a ride we can share together.
My clients are at the heart of everything I do, and I am committed to building and sustaining long-term client relationships based on trust, superior service, and the quality of my advice.
My goals and philosophy are simple: “to ensure financial peace of mind for you and your family across the generations”.
Remember ~ “you’re never too young or too old to become financially savvy.”
I can help look after the health of your wealth, allowing you to live a stress-free life of happiness.
For everything financial ~ retirement planning, mortgages, investment planning, and more recently, Long Term Care Planning ~ please come and talk to me at DWJ Wealth Management ~ a tailored service in line with what you need to help YOU live your best life.
Contact Danni at:
Telephone: 01639 825066
Linkedin.com/DWJ Wealth Management Ltd
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