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VerifiedInvestment Management· Founded 2019

Df Wealth Management Limited

DF Wealth Management Limited is a wealth management business headquartered in London that focuses on providing market leading financial advice for private clients based across the UK, founded by Daniel Flowerdew and Damian Freeston. The founders have a combined experience of nearly 40 years within the financial services and investment banking industry having formed the basis of their careers in foreign exchange sales, relationship management and trading within some of the world’s leading financial institutions. Based upon their own due diligence and experience of dealing with financial advisors, they see a fantastic opportunity to enter the wealth management arena and leverage the skills sets they have acquired from their time working in capital markets. The dual vision for DF Wealth Management Limited is very simple; create a market leading financial advisory business within the UK market, providing clients with access to some of the best in class investment, pension, protection, and estate planning products combined with exceptional customer service. The core values of the business will be built upon honesty, integrity and transparency where each and every client will be viewed as a long term partnership and will be given the highest levels of customer service and care. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. DF Wealth Management Limited 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). SJP Approved 17/07/2023

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HeadquartersLondon, United KingdomEmployees8(1 to 10)Annual revenue<$1MFounded year2019Websitedfwealthmanagement.co.ukLinkedIn profileLinkedIn

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6 distinct titles indexed · top 6 shown.

  • 2director
  • 2financial advisor
  • 1',
  • 1head of administration
  • 1personal assistant
  • 1trainee financial advisor

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