Financial planning isn't just about money; it's about the choices it gives you. Whether that's enjoying retirement with confidence, protecting your family, growing your business, reducing unnecessary tax, or creating a legacy for future generations, having the right advice can make all the difference.

At DWB Wealth Consultancy Ltd, we help individuals, families, business owners and professionals make confident financial decisions through trusted, long-term relationships. We believe the best financial plans aren't static documents; they're designed to evolve alongside your life, your family and your ambitions.

Based in Wetherby, with advisers located across Yorkshire, we proudly support clients throughout the UK. Whether you're building wealth, planning for retirement, selling a business, protecting your income, providing for your family or passing wealth to the next generation in a tax-efficient way, our advice is tailored to your personal circumstances and long-term goals.

As a Senior Partner Practice of St. James's Place, one of the UK's leading and award-winning wealth management organisations, we combine personal advice with access to extensive investment expertise, including leading global fund managers. This enables us to build practical, well-diversified investment strategies designed around each client's objectives, attitude to investment risk and future aspirations.

Founded in 2013 by Directors Simon Bishop and Ryan Wiggins, DWB Wealth Consultancy has grown through reputation, trust and personal recommendation. Before establishing the business, Simon and Ryan built their careers with Halifax and Bank of Scotland, where they developed the expertise, client-focused approach and long-term relationship values that continue to underpin DWB today.

Simon is an experienced Financial Planner with over 25 years in the industry, while Ryan is a Chartered Financial Planner with more than 23 years' experience, both advising individuals, families and business owners.

Today, our team of five advisers has over 100 years of combined experience within the financial services industry, bringing together a breadth of knowledge that allows us to support clients through every stage of their financial journey.

Many of our client relationships span generations, with parents introducing their children, business owners recommending colleagues, and families returning to us as their financial planning needs evolve. We believe financial planning is built on trust, consistency and long-term partnerships, not one-off transactions. Those relationships remain the foundation of our business today.

We are privileged to look after more than £300 million of client wealth, reflecting the confidence our clients place in DWB Wealth Consultancy and the responsibility we have in helping them achieve their financial goals.

Our advice covers every stage of financial planning, including:

• Wealth and legacy planning
• Investment management and retirement planning
• Tax-efficient financial planning
• Inheritance Tax and estate planning
• Family financial planning
• Life Insurance and Critical Illness Cover
• Income Protection
• Business financial planning
• Company pension planning
• Group Business Protection

Everything we do is centred on helping our clients make informed financial decisions with confidence. We take pride in building lasting relationships based on professionalism, integrity and trust, so that whenever our clients' lives change, they know they have their experienced adviser by their side.

Whether you're just starting to build your wealth, planning for retirement, running a successful business or thinking about the next generation, our goal is simple, to help you make the most of your financial future with advice you can trust.

Why clients choose DWB Wealth Consultancy

• Established in 2013
• More than £300 million of client funds under management
• Over 100 years of combined adviser experience
• Based in Wetherby, serving clients across Yorkshire and the UK
• Specialists in advising families, business owners and professionals
• Senior Partner Practice of St. James's Place
• Long-term relationships built on trust, personal recommendation and family referrals