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  11. JDA Wealth Ltd

JDA Wealth Ltd

Restricted - Whole of Market  The Old Barn, Sherbourne, CV35 8AA
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FCA authorised
Last authorised 13th September 2021
Helping clients protect, enhance and manage their wealth.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Mr John Cowan
Financial Adviser
Mr Matthew Taylor
Financial Adviser
Mr Charles Coleman
Financial Adviser
About us

We are delighted to have the technology and processes in place so we can continue to provide advice to new and existing clients. This means you do not have to delay making any important financial decisions.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
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    Face to face
Compliance

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

The value of pensions & Investments and the income they produce can fall as well as rise. You may get back less than you invested.

The Financial Conduct Authority does not regulate Inheritance Tax Planning, Trusts, Auto Enrolment and some Buy to Let Mortgages.

JDA Wealth Ltd is an appointed representative of Quilter Financial Services Limited and of Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA Register under reference 440703 and 440718.

The Old Barn, Sherbourne, CV37 6QT

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