Leading Adviser 2019

164 Acquisition International - Leading Adviser 2019 Apr19251 Acquisition International - Issue 6 2019 27 Apr19251 DLM Wealth Management LLP provides advice on investments, pensions, protection and mortgages to individual private and corporate clients throughout the UK. Recently, the firm found success in AI’s Leading Adviser 2019 where they were recognised as the Leading Wealth Management and Financial Planning Advisor of the Year, UK. On the back of this win, we caught up with Darren McMahon who provided us with a detailed overview of the firm. ince their inception, DLM Wealth Management LLP have been delivering holistic financial advice, focusing on providing the best possible service to a small number of clients. Over the years, DLM Wealth Management have ensured that their practices have remained at the forefront of the sector by embracing a move towards digitisation and modernity, as Darren explains. “We fundamentally believe that the reasons for our success are due to establishing a very modern approach to financial advice and ensuring each client is a connected client. In 2019, most people are technology savvy and have become accustomed to accessing products and services online instantly. We have modernised the financial advice process by giving clients access to their investments 24/7 via web, tablet and mobile devices. Client can track, analyse and top-up their investments online through their personal client site.” Alongside this, Darren also reflects on how the team endeavours to pursue the highest of standards in all of their work, creating a company that is, at its core, utterly client-centric. “Here at DLMWealth Management LLP, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. We want to know and understand their financial situation and provide them with only the highest quality of information, services, and products to help our clients reach their goals. Ultimately, our overall mission is to provide good quality advice to our existing clients with the aim of increasing our client base through referrals.” Contact: Darren McMahon, Partner Company: DLM Wealth Management LLP Address: Office 4, 219 Kensington High Street, Kensington, London, W8 6BD, United Kingdom Website: www.dlmwealth.com Empowering You to Take Control of Your Finances S Whilst on the topic of what marks the firm out from their competitors, Darren is keen to highlight one of the ways the firm has established themselves as a strong contender for any potential clients. “We use a goals-based approach to financial advice which takes into account a client’s personal goals, time-frames to achieve these goals, and the level of risk they wish to take. Then, we create a client’s personal strategy and roadmap, which is reviewed regularly.” Looking ahead to what the future holds for the firm, the team at DLM Wealth Management LLP will continue to deliver an exceptional service to their clients, ensuring that they not only meet their requirements but also surpass their expectations. Lastly, the firm hope to build upon the numerous accomplishments they have achieved since their inception, which includes their most recent win in Acquisition Intl.’s Leading Adviser 2019 where they were righteously awarded the accolade Leading Wealth Management and Financial Planning Advisor of the Year, UK. “We use a goals-based approach to financial advice which takes into account a client’s personal goals, time-frames to achieve these goals, and the level of risk they wish to take.” Leading Wealth Man gement and Financial Planning Advisor of the Year, UK