David Villa-Clarke
BEM, MBA, APFS
DVC Wealth Management Ltd provides a tailor-made Wealth Management and Financial Planning Service to Private Clients, Business Owners, Charities and Trustees.
About
We take time to understand what is important both now and in the future, ensuring that we have established all of a client’s objectives and circumstances. We provide a proactive and innovative service which adds real value, working alongside your accountant and solicitor to ensure that all areas of financial planning are covered. We offer a professional service that demystifies the jargon surrounding financial planning and a service that you would be proud to recommend.
DVC Wealth Management Ltd offers advice in all the main areas of both personal and business financial planning:
• Protection
• Investment Planning
• Retirement Planning
• Inheritance Tax Planning
• Financial Independence
• Tax Planning
David has worked in the Financial Services Industry for 25 years, in the field of Private Client Investment Management, Mergers and Acquisitions and Business Development.
David was awarded the British Empire Medal (BEM) in the Queen’s New Year’s Honours List January 2017 for his commitment to charitable service, mentoring and sports coaching.
David is married to Angelina a leading travel Journalist, and they have two boys.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 08/02/2023
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.
