DWB Wealth Consultancy

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

13/07/2026

Introducing Georgia Smith our Financial Planner at Consultancy.

has spent more than a decade supporting and helping clients make informed financial decisions with confidence and clarity.

09/07/2026

Introducing Jake Longstaff, our Chartered Fellow Financial Planner, who has spent more than a decade supporting clients through DWB Wealth Consultancy with tailored financial planning advice.

Introducing Jake Longstaff, our Chartered Fellow Financial Planner, who has spent more than a decade supporting clients ...
09/07/2026

Introducing Jake Longstaff, our Chartered Fellow Financial Planner, who has spent more than a decade supporting clients through DWB Wealth Consultancy LLP Consultancy with tailored financial planning advice.

30/06/2026

We have had lots of new followers and we’d like to take this opportunity to reintroduce our team members.

First up, is Chris Hunt DipFA - Financial Planner who has nearly 30 years of experience in financial services, and has been with for the last 10 year.

Selecting a financial adviser is a very personal choice.Talking about our finances can sometimes be difficult, particula...
24/06/2026

Selecting a financial adviser is a very personal choice.

Talking about our finances can sometimes be difficult, particularly after a life event such as a divorce or bereavement.

When a client finds an adviser who they really connect with and build a rapport with, it is imperative that you entrust them with your personal and confidential information.

Georgia has the experience and empathy to put you at ease and remove technical jargon so that you fully understand and feel in control of your own finances and your future.

The value of protection insurance is clear. Cover brings peace of mind that the people you care about most will have a f...
22/06/2026

The value of protection insurance is clear.

Cover brings peace of mind that the people you care about most will have a financial safety net should the worst happen.

None of us know what’s round the corner. Yet many of us still cross our fingers, and trust that ‘it won’t happen to me’.

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.

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

Website

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