DJS Wealth Adviser LLP

Partner Practice of St. James's Place Wealth Management


DJS Wealth Adviser LLP

DJS Wealth Adviser LLP was founded in 2010 and has been situated at the Oval Office. As of April 2017 David and his team would warmly like to welcome you to their brand new office they designed and had built in the new Regeneration development of Radstock. The office is within easy commuting distance of both Bristol and Bath and has free car parking available. David and his team look forward to sharing a cup of coffee with you.

DJS Wealth Adviser LLP
Heritage Park
The Street
Radstock
BA3 3FJ

Tel: 01761 417380
Mobile: 07973 793580


David Seviour Dip PFS, Partner of DJS Wealth Adviser LLP

David has spent a number of years working with his clients to help them achieve their financial goals. David believes that he can provide his clients with trusted and informative financial advice by offering a range of product and services from St. James's Place. David is highly experienced in the financial industry, holding a Diploma in Financial Planning (QCF) and is qualified in Long Term Care Insurance as well as being a member of The Personal Finance Society. David is also an Accredited Member of SOLLA, meaning that he is licenced to give advice on Long Term Care and planning for the future.

Tel: 01761 417380
Mobile: 07973 793580


Lisa Thorne, Practice Manager

Lisa became part of the DJS Wealth Adviser LLP team in July 2011; she is the senior support staff member to David as well as being David and Elaine's daughter. Lisa provides essential back office support and is the first point of contact if David is unavailable; she is responsible for supporting the running of the Practice as well as ensuring the clients receive the highest level of client servicing and also helps to coordinate client events. Lisa is continuing her personal development by attending training courses and seminars provided by St. James's Place to ensure her knowledge of the financial industry are current.

Tel: 01761 417380


Elaine Seviour, Accounts

Elaine is David's wife and has been with DJS Wealth Adviser LLP since it was founded, assisting with the accounts and helping organising client events throughout the year; you will find Elaine working mainly behind the scenes and providing support when and where the business needs it.

Tel: 01761 417380


Kerry Knowles, Client Liaison Assistant

Kerry became part of the DJS Wealth Adviser LLP team in September 2017. Kerry will help to manage existing client relationships with DJS Wealth Adviser LLP and will manage David’s diary to ensure all clients receive a high level of service and to ensure we have regular contact through our review service. Kerry’s priority at DJS Wealth Adviser LLP is ‘Client needs’ Kerry has over 21 years in various roles within NatWest Bank, and then moved to an admin role within a local School where she stayed for 17 years while her family grew up. She has returned to the financial world joining the growing team at DJS Wealth Adviser LLP and looking to further her role within the financial industry.

Tel: 01761 417380


Debbie Hannums, Para-Planner

Debbie became part of the DJS Wealth Adviser LLP team in September 2017. Debbie is keen to develop her role as a Para Planner within the Practice and will co-ordinate all business transactions, carry out the important and necessary pension and tax calculations on behalf of clients, fund switches, research fund performance analysis as well as preparing client financial strategy documents. Debbie has over 18 years of Financial Services experience, having worked as a key member of the support team for a financial adviser for the last 5 years and previous to this working for both Clerical Medical and Chase de Vere.

Tel: 01761 417380


Samantha Cooke, Administrator

Samantha joined the DJS Wealth Adviser LLP team in May 2016. Samantha assist with Client Servicing and providing administration support to DJS Wealth Adviser LLP. Samantha helps to coordinated Client Events and Seminars.

Tel: 01761 417380