1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. West Midlands
  6. breadcrumb-arrow
  7. Warwickshire
  8. breadcrumb-arrow
  9. Warwick
  10. breadcrumb-arrow
  11. JDA Wealth Ltd

JDA Wealth Ltd

Restricted - Whole of Market  The Old Barn, Sherbourne, Warwickshire, CV35 8AA
First meeting at adviser's own cost
Helping clients protect, enhance and manage their wealth.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Buying overseas
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr John Cowan
Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the general insurance environment, its products and the manner in which the industry is regulated.

Mr Matthew Taylor
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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.

Where to find us
Head office address: The Old Barn, Sherbourne, CV35 8AA
Service coverage
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)
  • icons
    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.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Warren Wealth Limited
Independent Financial Adviser 0.51 mi
We focus on you, not your money. No two people are the same and have the same needs. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.
 
See profile
Ethical Adviser (UK) Ltd
Independent Financial Adviser 0.65 mi
If you are looking for impartial and independent advice, you have come to the right place. We are an established, independent company offering trust, reliability and a personal service tailored to the individual.
 
See profile
Charters Private Wealth
Independent Financial Adviser 0.84 mi
Are you finding the task of managing your finances daunting? If the answer is yes, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
 
See profile
Gardner Financial Management
Independent Financial Adviser 0.88 mi
A highly experienced financial planner helping individuals and families achieve their retirement and financial goals.
 
See profile