DPJ Investments is committed to meeting the needs of wealthy clients and also those aspiring to become wealthier. We understand that wealth is more than just physical money, it means something different to everyone. As a client you benefit from our international reach in wealth management.
Investments and wealth management
Our clients include individuals of all ages and wealth. Some are relative newcomers to investing while others have substantial assets. We provide expert assistance whatever their situation.
At an early stage we discuss our clients’ attitude to risk and explore with them ways of creating a diverse spread of investments.
Retirement planning and pensions
We all hope for a comfortable standard of living at the conclusion of our working career. Pensions are important and, for most people, a fundamental part of their plans. But there are other options to consider and we believe in exploring all avenues.
Recently, pensions have undergone the most comprehensive changes in many years. Our pensions specialists advise in all aspects of the subject, such as Personal Pensions, Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs).
The variety of options available mean that it is now more important than ever to keep retirement plans under regular review, and to take expert professional advice.
For many people, the purchase of a home is their most significant financial commitment. Many others acquire buy to let properties as an investment. With hundreds of mortgage products on the market the range of options can be bewildering.
Our mortgage specialists help clients to make the most appropriate choice. We attend to all necessary paperwork and provide guidance at each stage of the process.
Wills and Trusts
For a Will to be effective it is important that the legal adviser is fully informed of all material circumstances. We work closely with lawyers to ensure that our clients’ Wills take into account all issues that could be relevant.
Trusts can be an effective means of safeguarding assets and, in some circumstances, mitigating tax. Our trust specialists work closely with our tax department to create and manage trusts of all kinds, both UK and offshore based.