What are the opening hours?

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

DJS Wealth Adviser LLP

Home
United Kingdom
Radstock
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 advi

ce. 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).

02/09/2026

Life has a habit of moving on.

🏡A house move becomes a bigger mortgage.
💼A job change becomes a promotion.
👶Two becomes three.

And the plans we put in place years ago can quietly become out of date.

Protection isn't something most people think about often. In fact, that's usually a good thing.

But every so often, it's worth asking:
If life has changed, should my protection change too?

✅A quick review today could help make sure the cover you have still fits the life you've built.

If it's been a while since you last looked at it, let's have a 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 01/09/2026

28/08/2026

💷 What is an emergency fund and do you actually need one?

Most people don't think about an emergency fund until they need it.
🔥 A boiler breaks.
🚗 The car needs unexpected repairs.
📄 A surprise bill arrives.

An emergency fund isn't there to make you wealthier. It's there to give you options and peace of mind when life doesn't go to plan.

🛡️ There's no one-size-fits-all answer. The right amount depends on your circumstances, but having a financial safety net can help you deal with the unexpected without knocking your long-term plans off course.

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 19/08/2026

26/08/2026

🎈 Happy Birthday, Steven! 🎈

We hope you have an amazing day and a fantastic birthday! 🥳✨

And of course, no birthday celebration at DJS would be complete without one of Kerry’s cakes!

This year, she kept it classic with a delicious coffee cake — and it was a big hit with the whole team! ☕️🍰

24/08/2026

☕💚 Join us for our Macmillan Coffee Morning! 💚☕

We're delighted to be supporting Macmillan Cancer Support by hosting our annual Coffee Morning on Friday 25th September 2026, from 10:30am to 12:30pm.

Join us for coffee, cake and great company whilst raising funds for an incredible cause. Every donation helps Macmillan continue providing vital support to people living with cancer and their families.

📅 Friday 25th September 2026
🕥 10:30am - 12:30pm
📍 Heritage Park, The Street, Radstock, BA3 3FJ

21/08/2026

Have you written your will yet? 🤔

79% of UK adults say they are comfortable talking about death, yet only 36% have written a Will*. The gap between conversation and action could have serious consequences for the people you care about most.

Discover why having a Will is so important:
https://www.djswealthadviser.co.uk/article/detail/sjpp/where-theres-a-will-theres-a-say.html

*The National Will Register, The National Wills Report 2025

Will writing involves the referral to a service which is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

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 17/08/2026

St. James's Place

18/08/2026

🎉 This week we are celebrating Elaine’s birthday!

Although Elaine’s birthday was last week, we couldn’t let the occasion pass without celebrating together in the office. And what better way to celebrate than with a delicious homemade carrot cake! 🥕🎂

A huge thank you to Kerry for baking yet another wonderful cake — we are very lucky to have your baking skills in the team! ❤️

🥳 Wishing you a very happy birthday, Elaine! 🎈

17/08/2026

Selling your business can be stressful, but knowing the value beforehand is one way to ensure you are setting yourself up for success.

This article explains why finding out the value of your business is important and the different ways this can be calculated.

🔗 https://www.djswealthadviser.co.uk/article/detail/sjpp/the-price-is-right-how-much-could-you-sell-your-business-for.html

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 21/07/2026

St. James's Place

12/08/2026

Most people know about the 7-year rule.

Far fewer know about the "gifts from surplus income" exemption.

In this example, Tony didn't need all his pension income, so he gifted £1,500 per month to his daughter.

She invested it into a Stocks & Shares ISA.

Because the gifts were made from surplus income and formed part of a regular gifting pattern, they could potentially fall outside his estate for inheritance tax immediately.

It's one of the most overlooked IHT planning opportunities available.

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 05/08/2026

10/08/2026

Are millennials failing to protect their future?

Protection is often something people plan to sort out "later". But later can mean fewer options and higher costs.

You cannot predict what happens in the future, but knowing you have protection can make it less scary.

Read more about why many millennials may be delaying protection decisions and what that could mean for their future.

🔗 https://www.djswealthadviser.co.uk/article/detail/sjpp/are-millennials-failing-to-protect-their-future.html

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 28/07/2026

05/08/2026

Recent discussions around pension rule changes have prompted many people to review their estate planning arrangements.

From outdated wills to misunderstandings around gifting rules, there are several common mistakes that can increase an inheritance tax liability unnecessarily.

We've highlighted six key areas worth reviewing to help ensure your plans remain aligned with your goals.

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 04/08/2026

Address

The Street
Radstock
BA33FJ

Opening Hours

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

Telephone

+441761417380

Website

https://www.djswealthadviser.co.uk/

Alerts

Be the first to know and let us send you an email when DJS Wealth Adviser LLP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.