DHD Wealth Management Overview

  • Founded
  • 2016
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

DHD Wealth Management General Information


Provider of chartered financial planning and advisory services. The company specializes in providing investment planning, pensions and inheritance tax planning services.

Contact Information

Ownership Status
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • 12 Baker Street
  • Aberystwyth SY23 2BJ
  • England, United Kingdom
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DHD Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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DHD Wealth Management Executive Team (3)

Name Title Board Seat Contact Info
Richard Davies Principal & Director
Clive Davies Principal
Denise Jacob Principal
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