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DF Wealth Management Limited

DF Wealth Management Limited Revenue

Investment ManagementFlag of GBLondon, England, United Kingdom1-10 Employees

$

DF Wealth Management Limited revenue & valuation

Annual revenue$684,440
Revenue per employee$86,000
Estimated valuation?$2,200,000
Total fundingNo funding

Key Contacts at DF Wealth Management Limited

Flag of GB

Duncan Edgecombe

Consultant - Fractional Marketing Director

Flag of GB

Damian Freeston

Director

Flag of GB

Daniel Flowerdew

Director

Company overview

Headquarters30 Lombard Street, London, England EC3V9BQ, GB
Phone number+4411629564
Website
NAICS5231
Keywords
Investment Management, Pension Consolidation, Iht Advice
Founded2019
Employees1-10

About DF Wealth Management Limited

DF Wealth Management Limited is a wealth management business headquartered in London that focuses on providing market leading financial advice for private clients based across the UK, founded by Daniel Flowerdew and Damian Freeston. The founders have a combined experience of nearly 40 years within the financial services and investment banking industry having formed the basis of their careers in foreign exchange sales, relationship management and trading within some of the world’s leading financial institutions. Based upon their own due diligence and experience of dealing with financial advisors, they see a fantastic opportunity to enter the wealth management arena and leverage the skills sets they have acquired from their time working in capital markets. The dual vision for DF Wealth Management Limited is very simple; create a market leading financial advisory business within the UK market, providing clients with access to some of the best in class investment, pension, protection, and estate planning products combined with exceptional customer service. The core values of the business will be built upon honesty, integrity and transparency where each and every client will be viewed as a long term partnership and will be given the highest levels of customer service and care. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. DF Wealth Management Limited 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). SJP Approved 17/07/2023

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director
Entry
Head

Employees by Department

DF Wealth Management Limited has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

DF Wealth Management Limited has never raised funding before.

DF Wealth Management Limited Tech Stack

Discover the technologies and tools that power DF Wealth Management Limited's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Google Tag Manager

Google Tag Manager

Tag managers

TrustArc

TrustArc

Cookie compliance

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

DoubleClick Floodlight

DoubleClick Floodlight

Advertising

React

React

JavaScript frameworks

core-js

core-js

JavaScript libraries

PWA

PWA

Miscellaneous

Google Font API

Google Font API

Font scripts

Google Analytics

Google Analytics

Analytics

Loadable-Components

Loadable-Components

JavaScript libraries

Frequently asked questions

DF Wealth Management Limited is located in London, England, GB.
You can reach DF Wealth Management Limited at +4411629564.
DF Wealth Management Limited generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.
DF Wealth Management Limited has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
DF Wealth Management Limited was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
DF Wealth Management Limited has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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