Our Services

At DJS Wealth Adviser LLP, we understand that choosing the right Partner for your financial planning is a significant decision. That’s why we’re committed to providing reliable, informed—and above all—clear advice to help you make confident decisions for a secure financial future.

As a Partner Practice of St. James's Place, one of the UK’s largest and most respected financial institutions, we are proud to offer the personalised attention of a local, family-run business, backed by the strength backed up and supported by one of the largest financial institutions in the UK.

What You Can Expect

As a valued client, you will benefit from:

• A friendly, knowledgeable team dedicated to your long-term financial success.
• Regular updates and insights to keep you informed about your investments.
• Annual or six-monthly planning meetings tailored to your evolving goals.
• Invitations to exclusive client events, including our Macmillan Coffee Morning and our Mulled Wine and Mince Pies evening.

Our Specialist Services

We offer a wide range of tailored financial planning services, including:

• Face-to-face and virtual financial advice
• Investing for capital growth or capital preservation
• Investment Planning
• Retirement Planning
• Financial Protection for you and your family
• Personal and business Retirement Planning
• Inheritance Tax and Estate Planning
• Tax mitigation strategies
• Business exit planning*
• Contingency and succession planning
• Mortgage advice

“The knowledge required to provide advice may be complex, but the solution and advice need not be.”

To arrange a no-obligation Financial Review or to discuss how we can help you, please contact us.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.