Who we are
At Dalvi Wealth Management, we provide wealth management advice to individuals and businesses in and around the South East. Our friendly and professional team take away the frustrations of financial planning helping our clients to meet their financial goals. We seek to develop strong personal relationships with clients, as well as continuing to deliver outstanding holistic financial planning advice.
With over 50 years of combined industry experience, we specialise in building close relationships with our clients, in order to offer tailored solutions to meet their needs and aspirations. Our small, but growing team has been hand-picked from a vast pool of talent, and we share the same values of professionalism and integrity, whilst ensuring that we place our clients at the core of what we do. We pride ourselves on our personal approach and providing high quality financial advice.
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.
