About David Seviour

David Seviour

DipPFS

David Seviour aims to be your trusted adviser in creating tailored financial solutions.

About

David accepted the invitation to become a Partner Practice of the highly prestigious St. James's Place Wealth Management in 2009, and this has improved our ability to excel in financial planning, wealth management and client services.

We were established with the philosophy of providing a full financial planning and wealth management service to our clients by establishing long-term trusted relationships between our advisers and our clients. The Practice is in an excellent position to provide a bespoke service for all its clients, and perhaps the clearest indication of our commitment to client satisfaction is that most of our business comes from personal recommendations.

Specialist Service & Advice When It Matters Most

David specialises in investment planning, later life advising, retirement planning, inheritance planning and financial solutions. With a network of advisers we can cover every aspect of financial planning and wealth management with one thing in mind, you. No matter the complexity or depth of the circumstance, a solution clearly communicated to suit your needs is always possible.

Our services include, but are not limited to, the following key areas:

Wealth Preservation

  • Onshore and Offshore Investment planning
  • Inheritance Tax Planning and Trust* Advice
  • Specialist Tax Planning (Corporate & Private)
  • Portfolio Management Services
  • Annuities and Income Pension Drawdown
  • Long Term Care

Business Solutions

  • Family Protections
  • Income and Disability Protection
  • General Insurance

St. James's Place Wealth Management consists of £89.9 billion of funds under management.

We offer face to face private client consultations in your own home or at our offices.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

Testimonials

Item 1 of 3
Faced with the reality that my mum had to go into a care home and the fact we had to pay for her fees at the home I sought the advice of David Seviour. He took the worry straight away in his professional approach giving us sound advice. That advice left me with no worries that how long my mum lived ...
John Handover |Retired, Bristol

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
SOLLA-White.svg

Click on the accreditations for more information

E-Briefing Service

Stay up-to-date with the latest Industry Insights

Enter your email address and register or update your existing email preferences.

The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

DJS Wealth Adviser LLP is a Limited Liability Partnership registered in England and Wales, Number OC395588 Registered Office: Brookleigh, Milley Road, Reading, Berkshire, RG10 0JR.