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It's time to put your financial future first...

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    WE make your wealth matter

    WE focus on your future

    Our focus is more than your finances. It’s your future. And the only thing that matters is everything. Every step of the journey. Each piece of advice. Every shared goal. For you and for everyone you love.

    What we do

    We’re Chartered

    We’re proud to hold Chartered Financial Planner status. Chartered status is awarded by the CII, the Chartered Insurance Institute, and is considered the ‘gold standard’ professional accreditation. Holding Chartered status positions us among the UK’s leading financial planning practices and demonstrates we are committed to a rigorous Code of Ethics and Conduct and continuous professional development.

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    Introduction from the Wealth Experts Team

    WE share your journey

    WE help clients to achieve their goals, succeed in their business, family and life ambitions. WE help our clients to have the future they want. That means being there to help and advise every step of the way along the journey.

    "A great outcome was secured on an Inheritance Tax analysis and mitigation case. Our client Mabel, came across many challenges, and the solutions that we recommended created a successful result..."


    Read their story

    "I’d definitely recommend Wealth Experts to friends and family. They’ve given me so much confidence in the products, where my money is invested and the future"

    Paul Parry

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    “I was looking for a good financial adviser after setting up my own business.”

    Mark Lloyd

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    “I realised I needed financial planning when I set up my own company after working in the corporate world for 25 years.”

    Bryan Semple

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    “We were introduced to the Wealth Experts at DJH Mitten Clarke after our bank wasn’t able to accommodate our particular financial needs.”

    Sandra & Martin Wickson

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    “In the 8 years I’ve been with the Wealth Experts at DJH Mitten Clarke, I’ve been able to discuss major financial decisions in person with someone who knows me and gives me meaningful insight.”

    Phil Appleby

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    “I wanted to tailor how my pension pot could be managed to not only meet my retirement plans but also protect my pension for my wife and family.”

    Paul Brough

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    “When approaching my 50th birthday, I felt I needed a plan to take me through to retirement.”

    Suzanne Potts

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    Read our client stories

    WE embrace ambitions

    WE are the people who listen deeper, plan further and dream bigger to make your wealth matter. We’re here for financial advice in-tune with tomorrow and we’re here when it’s time to put your financial future first.

    Who we are


    WE plan further

    To book a meeting with one of our wealth experts, call 01782 279615 or use our online booking form.

    Book a meeting