Personalised Financial Advice and Wealth Management
Discover Our Tailored Boutique Wealth Management Services.
We are specialists in assisting business owners, professionals and individuals with all aspects of wealth advice, retirement planning, windfall management (including, business sale, inheritance or lottery winnings), post exit or redundancy financial planning, investment portfolio advice, tax, inhertiance and wealth income creation.
By utilising our boutique, tailored, wealth management expertise we strategically navigate the complex world of wealth management on your behalf. Benefit from over two decades of our experience in managing a range of complex financial requirements.
Independent, FCA authorised and approved advice focused on our clients who all have over £250k in investable assets (average client FUM approx £3.5m) insure we offer competively priced, structured and clear fee’s.
Our exclusive services are specifically tailored for clients with a minimum of £250,000 in investable assets. We have built a strong reputation for delivering focused, high-quality service to clients with substantial portfolios.
By concentrating our efforts on successful and prudent individuals, we ensure our fee structure remains competitive and well-aligned with their needs. Managing larger-than-average funds allows us to offer lower ongoing fees, providing exceptional value to our clients.
What Our Clients Say
“I am a chartered accountant and run my own consultancy firm and have known DY wealth for over two decades. Deven and his team provide a very thorough and professional service.” – L Coleyshaw
“DY Wealth have advised my company on pensions for many years and now I have no concerns about also using his expertise on a personal basis.” – C Howells
Complete the SECURE form, and our concierge will promptly get in touch via phone or email. Whether you need advice, want to book an appointment, or learn more about our exclusive range of services, we’re here to assist you.
We offer online, phone, or face-to-face appointments at a time that suits you—please specify your preference below.
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DY Wealth – For all your wealth management needs
Risk Statements – Please Read
Pensions : A pension is a long-term investment. The fund value may fluctuate and can go down in value. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Investments: The value of investments and income from them may go down. You may not get back the original amount invested. Past performance is not a reliable indicator of future performance.
Inheritance Tax and Trust Planning: The Financial Conduct Authority does not regulate inheritance tax and trust planning, and certain types of employee benefits.
Tax Planning: Tax treatment is based on individual circumstances and may be subject to change in the future.
Term Assurance: These plans have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse
Income Protection: Income protection (with no investment link) has no cash in value at any time and will cease at the end of the term. If you stop paying premiums, your cover may end.
Critical illness: These plans have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse. Plans may not cover all the definitions of a critical illness. The definitions vary between product providers and will be described in the key features and policy document if you go ahead with a plan.
