About us

DWM Financial Planning Ltd accepted an invitation to join St. James's Place in April 2017. Prior to this, the practice was operating as an IFA for many years. Based in Kirkcaldy, we have clients across the whole of Scotland.

We provide wealth management, protection and pension planning advice to clients within the business community and to personal clients in their own homes. We have established many close working relationships with businesses and individuals due, in part, to the insight and understanding that we have for their specific financial requirements.