Roundhouse Business Park, Leeds, LS12 1AH
Telephone: 0113 244 9811
Email: enquiries@dbaca.co.uk
DBA
About Wealth Management
DBA Wealth Management specialises in providing fee-based investment advice and strategic financial planning solutions to individuals and families (private clients), and to the trustees of private trusts.
Our typical private client comes to us with a history of success and a desire to organise, simplify, and achieve his or her long term financial goals. Within this context, investing is not seen in isolation as an end in and of itself – rather it is used as a structural tool to support the achievement of defined life objectives. Our clients come from all walks and stages of life: partners in professional services firms, senior corporate executives, business owners and those retired from such positions.
In addition to our work with private clients, we also provide specialist modelling services and investment advice to trustees of private trusts. This comprehensive service allows them to perform the range of their fiduciary duties with confidence.
More information on the services we offer our clients can be found in the "services" section.
Financial Services Authority registration
DBA Wealth Management are appointed representatives of Fensham Howes Limited, a firm of Independent Financial Advisers, authorised and regulated by the Financial Services Authority (FSA).
Fensham Howes Limited’s FSA registration number is: 451166
