DWM Financial Planning Ltd accepted an invitation to join St. James's Place Wealth Management in April 2017. Prior to this, the practice was operating as an IFA for many years. Based in Kirkcaldy, we have clients across the whole of Scotland.
We provide wealth management, protection and pension planning advice to clients within the business community and to personal clients in their own homes. We have established many close working relationships with businesses and individuals due, in part, to the insight and understanding that we have for their specific financial requirements.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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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.