Supplier to Industry

Based in Durham, I work with professionals, business owners and families to help achieve financial goals and maximise tax efficiency. Using a holistic approach, I aim to remove the hassle of organising your finances and simplify the seemingly complex. Everyone deserves to understand their financial circumstances and have peace of mind for the future.

We want to build an environment of long-lasting close personal relationships with clients to make sure that all clients feel trust in the financial advice they receive and 100% confidence in the planning they have undertaken for their futures. 

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

SJP Approved 6/3/2024