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. 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, 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 servicing the clients and organising client events. Lisa is looking to develop her role within the finance industry.

Tel: 01761 417380


Elaine Seviour, Event Planning and 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


Samantha Cooke, Practice Administrator

Samantha joined the DJS Wealth Adviser LLP team in May 2016. Samantha assist with Client Servicing and coordinating Client Events. Samantha is enjoying learning the finance industry and furthering her role in the future.

Tel: 01761 417380