David Baldry

Based in Sussex, but with offices in London, David provides wealth management advice to clients both within the City, and more widely throughout the South of England. Prior to joining the financial services industry, David studied Law with Accountancy at Brighton University, and has established many working relationships with individuals within this sector due, in part, to the insight and understanding that he has for their specific financial requirements – whether these be personal or corporate. David is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on personal development, which is why he holds the Chartered Financial Planner, Chartered Investment Manager (FCSI) and the Chartered Wealth Manager (formerly Masters in Wealth Management) qualifications. This, along with the pride and dedication that he places on developing solid personal relationships with clients, ensures that he is able to offer a rounded, professional and principled service. As a representative of St. James's Place, David’s service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies. Outside of the business, David is married with two children and has gone from being a keen footballer to a keen watcher of football with his son. Charity is also important to David who regularly gives to the St. James's Place Charitable Foundation and participates in events. DJLB Wealth Management Ltd was established by David Baldry upon accepting an invitation to join St. James's Place. He has nearly 20 of years of experience working in investment management and financial panning. The business is built upon trust, and integrity. We start by understanding what is important to you and create a financial road map to help you achieve your goals. What is important to you is important to us. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx