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 are committed to ensuring that our industry knowledge remains relevant and current by placing strong emphasis on our personal development. This, along with the pride and dedication that we place on developing solid personal relationships with clients, ensures that we are able offer a rounded, professional and principled service.
Our emphasis is and has always been on high quality customer service which builds lasting and trusted relationships with our clients. We aim to help you every step of the way through your financial planning journey.
We have an approachable, friendly team of professional advisers with over 150 years of combined experience. We provide a wide range of financial services for Personal and Corporate clients. Whether you are looking to build, grow, protect or preserve your wealth we will endeavour that when you work with us the results will exactly match your needs.
Because we value the relationship we have with our clients we actively invite your feedback which we use to continually evolve our business.