


DF Wealth Management Limited Revenue
Investment Management • London, England, United Kingdom • 1-10 Employees
DF Wealth Management Limited revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contacts at DF Wealth Management Limited
Duncan Edgecombe
Consultant - Fractional Marketing Director
Damian Freeston
Director
Daniel Flowerdew
Director
Company overview
| Headquarters | 30 Lombard Street, London, England EC3V9BQ, GB |
| Phone number | +4411629564 |
| Website | |
| NAICS | 5231 |
| Keywords | Investment Management, Pension Consolidation, Iht Advice |
| Founded | 2019 |
| Employees | 1-10 |
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
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Employees by Department
DF Wealth Management Limited has 5 employees across 3 departments.
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Number of employees
Funding Data
DF Wealth Management Limited has never raised funding before.
DF Wealth Management Limited Tech Stack
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