DJS Wealth Adviser LLP

16/10/2026

🎉 Happy Birthday, Lucy! 🎉

Today we're celebrating the wonderful Lucy, who always keeps us smiling with her great sense of humour and brings plenty of laughter to the office.

Of course, no birthday celebration would be complete without cake! This year, Kerry treated us to a delicious homemade chocolate and raspberry jam cake, and it tasted just as good as it looked. 🍫🍓

Have a fantastic birthday, Lucy, and thank you for bringing so much fun and positivity to the DJS team! 🎂✨

14/10/2026

🍂 Autumn has a way of bringing us back to routine.

The holidays are over, diaries are filling up again, and the end of the year suddenly doesn't feel quite so far away.

October is a good time to check in on your financial plan too.
✅ Are your goals still the same?
✅ Are your savings and investments on track?
✅ Has anything changed in your life or priorities?

A financial plan should evolve as life does.

If you haven't reviewed yours recently, now could be the perfect time to speak with one of our financial planners and make sure you're on track for the rest of the year and beyond.

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 13/10/2026

09/10/2026

With the Budget fast approaching, there’s no shortage of speculation about what could be announced, from potential changes to pensions through to support for first-time buyers.

Explore some of the proposals currently making the news and why staying focused on your long-term financial goals is often the most effective approach.

🔗 https://www.djswealthadviser.co.uk/article/detail/sjpp/autumn-budget-2026-with-a-month-to-go-what-lies-ahead

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 06/10/2026

St. James's Place

With less than four weeks before the chancellor John Healey stands up to give his first Budget, leaks about what might be announced have been few and far between.

07/10/2026

Most people don't think about inheritance planning until it's needed.

The challenge is that by leaving it until later, you may miss opportunities to make the most of the choices available to you today.

It's not just for the very wealthy. It's about making sure your wishes are understood and your legacy is protected.

If inheritance planning is something you've been meaning to get around to, now could be the right time to start the 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 22/09/2026

02/10/2026

Happy October! 🍁🍂

Our autumn window display is back! After last year’s display, we couldn’t resist bringing a little autumn magic back to DJS for another year.

It’s our little way of embracing the season, so if you’re passing by, take a peek in and enjoy the autumn feeling with us. 🎃🍁

25/09/2026

Macmillan Coffee Morning 2026 ☕💚

A huge thank you to everyone who joined us for our Macmillan Coffee Morning today.

We're delighted to share that, so far, we have raised £696.50 for Macmillan Cancer Support.

Your generosity and support mean so much, and every donation helps Macmillan continue to provide vital support to people living with cancer and their families.

A special thank you to the amazing DJS Team for the fantastic selection of homemade bakes. As always, the cake table was a huge success and everything was absolutely delicious!

If you were unable to make it but would still like to support this incredible cause, you can donate using the link below:

🔗 https://shorturl.fm/GbKPL

Thank you once again to everyone who donated, baked, attended, and helped make the day such a success. 💚

25/09/2026

☕️ Today's the day! ☕️

We're delighted to be hosting our Macmillan Coffee Morning and can't wait to welcome you.

Just look at these amazing homemade cakes. We really do have the best team! 🍰💚

Join us from 10:30am to 12:30pm for coffee, cake and a catch-up, all while supporting a fantastic cause.

Every cup poured and every slice enjoyed helps raise money for Macmillan Cancer Support.

We hope to see you there! 💚

23/09/2026

💙 Exciting News 💙

We are delighted to welcome Becky and Kelly to the DJS Wealth Adviser LLP team.

Please join us in giving them a warm welcome as they begin their journey with us.

22/09/2026

What did you spend your weekend doing?

Lucy spent hers completing the Torbay 10K alongside her daughter and earning this well-deserved medal🏅

After weeks of training, determination, and dedication, they crossed the finish line together and earned a well-deserved medal. Not only is completing a 10K a fantastic achievement, but sharing the experience with her daughter makes it even more special.

We're delighted to celebrate Lucy's success and wanted to recognise the effort that went into reaching this milestone. Congratulations from all of us at DJS.

What a fantastic achievement and a wonderful memory to share together! 💙

21/09/2026

Could your loved ones easily access the money needed to pay an Inheritance Tax bill?

As changes from April 2027 bring more pension wealth into the scope of IHT, liquidity is becoming an increasingly important part of estate planning.

Discover how whole of life assurance can help provide funds quickly and reduce financial pressure on your family.

🔗 https://www.djswealthadviser.co.uk/article/detail/sjpp/whole-of-life-assurance-the-quiet-solution-to-the-iht-landscape.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 18/09/2026