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About DW Wealth Planning

DW Wealth Planning Ltd was launched by Dave Walker in 2017. As a Partner Practice of St. James's Place Wealth Management, our aim is to help simplify wealth management so that you feel in control of your own finances. Our advice covers all areas of wealth management, including retirement planning, savings and investment planning and wealth protection. Working across Scotland, DW Wealth Planning Ltd is made up of Dave Walker, Duncan Stewart and Alan Gibson all with extensive experience in the Financial Services industry. Our emphasis is on maintaining a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years. We also work with a variety of carefully selected professionals including accountants, solicitors and mortgage advisers, and have the ability to pool support from a larger resource so that we offer holistic and relevant advice in order to achieve the best client outcomes. 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 title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.

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