Dalvi Wealth Management LTD

: 14 Hurricane Gate, Bracknell, Berkshire, RG12 9SR

: FCA Number: 763249

Website Image of Dalvi Wealth Management LTD

Dalvi Wealth Management Ltd, based near the bustling city of Bracknell, Berkshire, provides expert financial services across GB's diverse regions. As a firm regulated under FCA number 763249, you can trust them with your investments, pensions, retirement planning and more. Specialising in life insurance, Dalvi takes pride in offering financial planning tailored for individual needs, including advice on final salary pension transfers. Located at Hurricane Gate, the firm's approachable team has built a trusted reputation in delivering consistent results. Whether you are considering your first investment or planning retirement, Dalvi's regulated advice ensures your financial future is in safe hands.

Their team includes 2 financial advisers. Check FCA registration here.

Dalvi Wealth Management LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Dalvi Wealth Management LTD from the Motorway

From the M4,
At Junction 11, take the A33 exit towards Reading (C&S) / Basingstoke. Proceed to the roundabout and take the second exit onto B3270. Continue to the subsequent roundabout, once again taking the second exit onto Lower Earley Way W / B3270.
At the following roundabout, select the second exit onto Lower Earley Way / B3270. As you reach the next roundabout, again take the second exit and remain on Lower Earley Way / B3270. At the following roundabout, continue on the same route (Lower Earley Way / B3270) by taking the second exit. Upon reaching the Hatch Farm Way, turn right.
Continue onwards to Longdon Rd. At the roundabout, take the second exit onto Reading Rd / A329. At the next roundabout, take the first exit onto Toutley Rd. Proceed straight forward onto Queens Rd.
When you arrive at the roundabout, take the first exit onto Twyford Rd / A321. Turn right onto Forest Rd / B3034. Make a right turn onto Foxley Ln, then another right onto St Mark's Rd. Take a left turn onto Popeswood Rd.
At Popeswood Roundabout, proceed straight onto Wokingham Rd / B3408. At the roundabout, select the second exit and stay on Wokingham Rd / B3408. At the following roundabout, take the third exit onto Downshire Way. Whenever you reach the next roundabout, once again take the second exit and remain on Downshire Way.
Make a slight right onto A329. At Twin Bridges Roundabout, take the first exit onto Downshire Way / A322. Continue on Downshire Way / A322. At Horse and Groom Roundabout, take the second exit onto Broad Ln.
At the next roundabout, take the second exit onto Blenheim Ave. Turn right onto Halifax Rd. Continue straight onto Lysander Dr. Proceed straightforward onto Provost Lea. Take a left turn onto Hurricane Gate. Make a slight right to stay on Hurricane Gate. Your destination will be on the left.

List of advisers under Dalvi Wealth Management LTD:

Dalvi Wealth Management LTD 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 http://sjp.co.uk/products

SJP Approved : tbc

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.