DWB Wealth Consultancy

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

The headlines tell you what’s changed. Understanding what it means for you is often the harder part. Join St. James’s Pl...
13/10/2026

The headlines tell you what’s changed.

Understanding what it means for you is often the harder part.

Join St. James’s Place’s post-Budget webinar, where Hetal Mehta, Chief Economist, Claire Trott, Head of Advice, and Niall McGregor, Divisional Director: Advice Policy, hosted by Andy Payne, Director of Advice Support, will unpack the key announcements, answer common questions and explore the considerations that may be relevant to your financial plans.

📅 Monday 2 November
⏰ 10:30am - 11:30am

Free Webinar, anyone can join.

TO REGISTER: visit the link in our Bio.


DWB Wealth Consultancy LTD 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 09/10/2026

Investing for your children’s futureHelping your children onto the housing ladder is incredibly generous, but starting a...
06/10/2026

Investing for your children’s future

Helping your children onto the housing ladder is incredibly generous, but starting an investment plan early can give them an even stronger financial foundation.

Regular investing from a young age means even modest amounts can benefit from compound growth over time.

By age 18, this could provide a valuable fund towards university, their first home or other important milestones.

From an estate planning perspective, certain gifting allowances can also help parents and grandparents pass wealth to the next generation in a tax-efficient way.

Gifts and trusts* need to be considered in the context of your individual circumstances.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

*Trusts are not regulated by the Financial Conduct Authority.

Aviation careers are different. Your financial planning should be too.Flight crew, cabin crew and ground staff face uniq...
02/09/2026

Aviation careers are different. Your financial planning should be too.

Flight crew, cabin crew and ground staff face unique financial challenges — from changing contracts and irregular income to multiple pension arrangements and time spent away from home.

At DWB Wealth Consultancy LLP Consultancy, we’ve been supporting aviation professionals since 2013.

Simon Bishop, Director & Financial Planner, previously worked as crew for Virgin Atlantic, giving him first-hand insight into the aviation lifestyle and career.

Simon has since helped clients from Virgin Atlantic, Qantas, easyJet, Jet2 and other airlines, providing personalised financial planning built around their individual circumstances and long-term goals.

Whether you’re currently flying, have moved airlines or industries, or are approaching retirement, specialist financial planning can help bring greater clarity to your financial future.

Please note: These services are provided through St. James’s Place, which is authorised and regulated by the Financial Conduct Authority.
DWB Wealth Consultancy is not affiliated with or endorsed by Virgin Atlantic, Quantas, EasyJet or Jet2.

01/09/2026

Did you know?

Time can be one of the most valuable assets when it comes to building long-term wealth.

Starting to save earlier gives your money more opportunity to benefit from compound growth, where any returns earned can go on to generate returns of their own. Over time, this effect can have a significant impact on the value of your investment or retirement fund.

That’s why beginning your journey sooner, even with smaller amounts, can often make a greater difference than trying to catch up later with larger contributions.

When it comes to retirement planning, time and consistency can be just as important as the amount you save.

Our office is closed on Monday 31st August 2026 and will reopen on Tuesday 1st September at 9am.Wishing you all a lovely...
28/08/2026

Our office is closed on Monday 31st August 2026 and will reopen on Tuesday 1st September at 9am.

Wishing you all a lovely, hopefully sunny bank holiday.

14/08/2026

Some days bring opportunities, while others bring unexpected challenges. That’s why building savings isn’t just about preparing for the future, it’s about creating financial resilience for life’s ups and downs.

A strong savings habit can help provide security during periods of uncertainty, whether that’s an unexpected expense, a career change, or retirement. Over time, those savings can become a valuable resource, helping to support the lifestyle you’ve worked hard to build.

As Benjamin Franklin famously said: “When the well is dry, we know the worth of water.” The same principle often applies to saving and planning ahead.

09/08/2026

Did you know?

Planning a holiday often involves researching destinations, comparing options, setting a budget, and thinking about what you want the experience to look like.

Yet retirement can last 20, 30, or even more years, making it one of the longest and most significant phases of life.

Financial planning isn’t just about numbers—it’s about understanding what you want your future to look like and putting the foundations in place to support it. Factors such as retirement income, inflation, life expectancy, and future lifestyle goals can all play an important role in shaping long-term financial wellbeing.

The more time available to prepare, the more options and flexibility you may have in the future.


Retirement planning is one of the most important long-term financial goals, yet it’s often put off until later in life. ...
07/08/2026

Retirement planning is one of the most important long-term financial goals, yet it’s often put off until later in life.

Some of the most common mistakes include delaying contributions, underestimating future expenses, failing to review plans regularly, and holding too much wealth in cash over the long term.

Retirement can last 20–30 years or more, which means planning isn’t just about building a pension pot, it’s about considering your future lifestyle, income needs, inflation, and financial resilience.

Understanding potential pitfalls today can help create more options and flexibility in the years ahead.


03/08/2026

Life is full of unexpected events. A sudden illness, loss of income, major home repair, or family emergency can have a significant financial impact, regardless of how much you earn or have accumulated.

This is why financial planning goes beyond building wealth. It also involves creating a safety net through emergency savings, appropriate protection, and a plan that can adapt when circumstances change.

Financial resilience isn’t about predicting the future—it’s about being prepared for the unexpected and having the resources in place to help navigate life’s challenges.

Many investors try to predict when markets will rise or fall but consistently getting those decisions right is incredibl...
29/07/2026

Many investors try to predict when markets will rise or fall but consistently getting those decisions right is incredibly difficult.

Missing just a handful of the market’s best-performing days can have a significant impact on your long-term returns.

By staying invested and giving your money time to grow, you can benefit from the power of compound growth and ride out short-term market fluctuations.

The key isn’t trying to find the perfect moment to invest. It’s starting early, staying invested, and remaining focused on your long-term goals.

Successful investing is often about patience, not prediction.

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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