About us

As a Partner Practice of the prestigious St. James's Place Wealth Management, based in Bracknell, Berkshire our aim is to provide a wide range of wealth management services to both individuals and businesses in and around London as well as the surrounding home counties.

Our specialities include:

  • Retirement planning 
  • Investment and Portfolio Management 
  • University and School Fees Planning 
  • Inheritance tax planning 
  • Mortgages Personal and Business Protection

Because everyone is different, we ensure that all of our clients are treated as individuals. We tailor products and solutions to suit both you and your circumstances. Our emphasis is on maintaining long-term relationships with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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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.