Dalvi Wealth Management Ltd

Associate Partner Practice of St. James's Place Wealth Management

Ranjeeta Dalvi DipPFS, MCom, Director

I have over 12 years of experience in financial planning and pride myself on providing a holistic, high level financial planning service to my clients. My focus is to create and maintain long-term, trusted relationships with my clients. This relies upon providing a service of distinct quality, integrity and excellence, which in turn provides clients with peace of mind. I provide a personalised wealth management service to my clients to help secure the financial stability they are looking for.

My aim is to offer ongoing support to my clients and to help them be prepared for the change in circumstances that life may bring, which prompt a review of personal financial goals such as starting a family, changing jobs, starting a new business or receiving an inheritance. I offer clients a bespoke and high level personal service and dedicated time to understand their personal needs and circumstances before offering advice. This personal service is the main reason my client portfolio is largely derived from recommendations.

On a personal note I enjoy walking, particularly nature trails. I like music and follow Indian classical as well as Bollywood music. I love spending time with my husband and two children along with our dog. We as a family love traveling and exploring new destinations especially different cuisines and cultures.

Tel: 01344 289035
Mobile: 07771 362281
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Amy Malyon, Practice Manager

I joined Dalvi Wealth Management team in October 2017 as the Practice Manager. I have worked within Financial Services for over 10 years in various client facing roles and have strong relationship management experience. I will over see the day to day servicing and provide office support, ensuring a great client experience.

I love spending time with my family. I am mother to 3 energetic children, we love spending time outside walking and exploring. When I am not kept busy I enjoy gardening.

Tel: 01344 289036
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