Welcome to Dalvi Wealth Management LTD

The aim of my Practice is helping shape your financial aims throughout your life, taking you closer to those goals and realising your dreams, through effective financial planning and investment management.


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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 ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Dalvi Wealth Management Ltd is registered in England and Wales, Number 10457300. Registered Office: 14 Hurricane Gate, Bracknell, RG12 9SR.