DJS Wealth Adviser LLP

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DJS Wealth Adviser LLP Planning for a secure future for yourself, your family or your business is one of the most important steps you will ever need to take.

Your choice of Partner when managing your Wealth is fundamental to your peace of mind. Our success over the years has been achieved through building relationships based on trust and integrity with our clients. It is important, therefore, that our client relationships must be specifically tailored to fit in with your needs and wishes as we aim to provide clients with bespoke holistic financial advice. DJS Wealth Adviser LLP is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

Changes to inheritance tax rules could affect how pension wealth is passed on to loved ones.This article explores what t...
23/10/2026

Changes to inheritance tax rules could affect how pension wealth is passed on to loved ones.

This article explores what the changes could mean in practice, including where inherited pension funds may be subject to both inheritance tax and income tax, and some of the planning considerations worth discussing.

Read more: https://www.djswealthadviser.co.uk/article/detail/sjpp/pensions-and-iht-the-double-tax-trap

DJS Wealth Adviser LLP is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 16/10/2026

Don't wait until after the announcements - speak to us ahead of the Autumn Budget to review your plans and discuss what ...
21/10/2026

Don't wait until after the announcements - speak to us ahead of the Autumn Budget to review your plans and discuss what any potential changes could mean for you.

DJS Wealth Adviser LLP is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 30/09/2026

๐ŸŽ‰ Welcome to the team Becky ๐ŸŽ‰We are delighted to introduce Becky, who has joined the team as an Administrator, supportin...
19/10/2026

๐ŸŽ‰ Welcome to the team Becky ๐ŸŽ‰

We are delighted to introduce Becky, who has joined the team as an Administrator, supporting the advisers.

Becky joins us with 12 years of experience in the hospitality industry, bringing a wealth of client care experience and excellent people skills to the team.

Outside of work, Becky enjoys baking, performing on stage with Bath Gilbert and Sullivan Society and embracing any opportunity to learn something new. Having been on the stage since the age of five, she is certainly no stranger to trying new things and taking on a challenge!

Becky is thoroughly enjoying learning new skills within the finance service Industry and has successfully completed her St. Jamesโ€™s Place Silver Accreditation. ๐ŸŒŸ

๐Ÿ”ธPlease join us in giving Becky a very warm welcome to the DJS team. We are thrilled to have her on board! ๐Ÿ”ธ

๐ŸŽ‰ Happy Birthday, Lucy! ๐ŸŽ‰Today we're celebrating the wonderful Lucy, who always keeps us smiling with her great sense of...
16/10/2026

๐ŸŽ‰ Happy Birthday, Lucy! ๐ŸŽ‰

Today we're celebrating the wonderful Lucy, who always keeps us smiling with her great sense of humour and brings plenty of laughter to the office.

Of course, no birthday celebration would be complete without cake! This year, Kerry treated us to a delicious homemade chocolate and raspberry jam cake, and it tasted just as good as it looked. ๐Ÿซ๐Ÿ“

Have a fantastic birthday, Lucy, and thank you for bringing so much fun and positivity to the DJS team! ๐ŸŽ‚โœจ

๐Ÿ‚ Autumn has a way of bringing us back to routine.The holidays are over, diaries are filling up again, and the end of th...
14/10/2026

๐Ÿ‚ Autumn has a way of bringing us back to routine.

The holidays are over, diaries are filling up again, and the end of the year suddenly doesn't feel quite so far away.

October is a good time to check in on your financial plan too.
โœ… Are your goals still the same?
โœ… Are your savings and investments on track?
โœ… Has anything changed in your life or priorities?

A financial plan should evolve as life does.

If you haven't reviewed yours recently, now could be the perfect time to speak with one of our financial planners and make sure you're on track for the rest of the year and beyond.

DJS Wealth Adviser LLP is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 13/10/2026

With the Budget fast approaching, thereโ€™s no shortage of speculation about what could be announced, from potential chang...
09/10/2026

With the Budget fast approaching, thereโ€™s no shortage of speculation about what could be announced, from potential changes to pensions through to support for first-time buyers.

Explore some of the proposals currently making the news and why staying focused on your long-term financial goals is often the most effective approach.

๐Ÿ”— https://www.djswealthadviser.co.uk/article/detail/sjpp/autumn-budget-2026-with-a-month-to-go-what-lies-ahead

DJS Wealth Adviser LLP is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 06/10/2026

St. James's Place

With less than four weeks before the chancellor John Healey stands up to give his first Budget, leaks about what might be announced have been few and far between.

Most people don't think about inheritance planning until it's needed.The challenge is that by leaving it until later, yo...
07/10/2026

Most people don't think about inheritance planning until it's needed.

The challenge is that by leaving it until later, you may miss opportunities to make the most of the choices available to you today.

It's not just for the very wealthy. It's about making sure your wishes are understood and your legacy is protected.

If inheritance planning is something you've been meaning to get around to, now could be the right time to start the conversation.

DJS Wealth Adviser LLP is an Appointed Representative of and represents only St.James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 22/09/2026

Happy October! ๐Ÿ๐Ÿ‚Our autumn window display is back! After last yearโ€™s display, we couldnโ€™t resist bringing a little autu...
02/10/2026

Happy October! ๐Ÿ๐Ÿ‚

Our autumn window display is back! After last yearโ€™s display, we couldnโ€™t resist bringing a little autumn magic back to DJS for another year.

Itโ€™s our little way of embracing the season, so if youโ€™re passing by, take a peek in and enjoy the autumn feeling with us. ๐ŸŽƒ๐Ÿ

Macmillan Coffee Morning 2026 โ˜•๐Ÿ’šA huge thank you to everyone who joined us for our Macmillan Coffee Morning today.We're ...
25/09/2026

Macmillan Coffee Morning 2026 โ˜•๐Ÿ’š

A huge thank you to everyone who joined us for our Macmillan Coffee Morning today.

We're delighted to share that, so far, we have raised ยฃ696.50 for Macmillan Cancer Support.

Your generosity and support mean so much, and every donation helps Macmillan continue to provide vital support to people living with cancer and their families.

A special thank you to the amazing DJS Team for the fantastic selection of homemade bakes. As always, the cake table was a huge success and everything was absolutely delicious!

If you were unable to make it but would still like to support this incredible cause, you can donate using the link below:

๐Ÿ”— https://shorturl.fm/GbKPL

Thank you once again to everyone who donated, baked, attended, and helped make the day such a success. ๐Ÿ’š

โ˜•๏ธ Today's the day! โ˜•๏ธWe're delighted to be hosting our Macmillan Coffee Morning and can't wait to welcome you.Just look...
25/09/2026

โ˜•๏ธ Today's the day! โ˜•๏ธ

We're delighted to be hosting our Macmillan Coffee Morning and can't wait to welcome you.

Just look at these amazing homemade cakes. We really do have the best team! ๐Ÿฐ๐Ÿ’š

Join us from 10:30am to 12:30pm for coffee, cake and a catch-up, all while supporting a fantastic cause.

Every cup poured and every slice enjoyed helps raise money for Macmillan Cancer Support.

We hope to see you there! ๐Ÿ’š

Address

The Street
Radstock
BA33FJ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441761417380

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