DWB Wealth Consultancy

DWB Wealth Consultancy Senior partners of St. James’s Place: providing bespoke wealth management advice.

Stay vigilant by staying informed. If it sounds too good to be true, it probably is! 🔎 Pause and verify - research indep...
15/06/2026

Stay vigilant by staying informed. If it sounds too good to be true, it probably is!

🔎 Pause and verify - research independently.
🔎 Never pay up front.
🔎 Guard your information - never share passwords, pins, personal identity documents via email, text or over the phone.

Here are three common scams explained.

“Life insurance isn’t for you, it’s for them.” The people who depend on you. The ones whose future matters most.Life ins...
08/06/2026

“Life insurance isn’t for you, it’s for them.”

The people who depend on you. The ones whose future matters most.

Life insurance is more than a policy, it’s a promise that your loved ones will have financial security when they need it most.

Future you doesn’t need perfection, just consistent care from present you.
03/06/2026

Future you doesn’t need perfection, just consistent care from present you.

Prepare the suncream, find your summery clothes, as the sunshine is on the way. We hope you all get to enjoy the beautif...
22/05/2026

Prepare the suncream, find your summery clothes, as the sunshine is on the way. We hope you all get to enjoy the beautiful weather over the long bank holiday weekend.

We are letting you know, our office is closed on Monday 25th May 2026 and will open on Tuesday 26th May at 9am.

Helping you plan for your retirement is a large part of our business. It’s one of the most important services we provide...
20/05/2026

Helping you plan for your retirement is a large part of our business. It’s one of the most important services we provide. We will work tirelessly towards making everything as it should be when you retire.

The value of an investment with St. James’s Place will be directly linked to the performance of funds you select, and the value can therefore go down as well as up. You may get back less than you initially invested.

Congratulations to our apprentice Financial Advisor, George Venn on passing the R01 Financial Services, Regulations and ...
19/05/2026

Congratulations to our apprentice Financial Advisor, George Venn on passing the R01 Financial Services, Regulations and Ethics exam.

An excellent result, well done George, keep up the hard work.

Start in May.Start in your 40’s.Start on Monday.Start at 7pm.Start on the 13th.Just… Start. It’s time to start prioritis...
12/05/2026

Start in May.
Start in your 40’s.
Start on Monday.
Start at 7pm.
Start on the 13th.
Just… Start.

It’s time to start prioritising your future and your finances.

DWB offer Apprenticeship courses - level 3 & 4 An apprenticeship is a structured programme that combines paid work with ...
12/05/2026

DWB offer Apprenticeship courses - level 3 & 4

An apprenticeship is a structured programme that combines paid work with training and study. Apprentices gain practical experience while developing the skills needed for their role.

They are employed with a salary and holiday entitlement, and on completion receive a recognised qualification, with opportunities to progress further.

If you are interested and would like to find out more, please email: [email protected]

We are closed on Bank Holiday Monday, and we are back open on Tuesday 5th May 2026 at 9am.Have a lovely bank holiday. ...
02/05/2026

We are closed on Bank Holiday Monday, and we are back open on Tuesday 5th May 2026 at 9am.

Have a lovely bank holiday.

01/05/2026

This quote highlights that life insurance is a responsible financial decision, driven by love and a promise to protect a family’s future.

It acts as a safety net ensuring financial stability, covering expenses like mortgages, and providing peace of mind.

Address

1 Highcliffe Court, Greenfold Lane, Wetherby
Leeds
LS226RG

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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