JSA Wealth Management Ltd

Financial Planner in Bucks.

As an individual or company operating in today’s highly competitive and changing market place, you will realise that maximising financial opportunities and avoiding pitfalls are imperative to the growth of your personal, business and family wealth. In our experience, advice is most often needed when circumstances in your personal or business environment change.


We have over 30 years’ experience offering financial solutions to our clients working also alongside their accountants and solicitors allowing us to deliver a fully comprehensive wealth management service.


As a Partner Practice of the prestigious St. James's Place Wealth Management Group our aim is to add value to our clients.


  • To offer high level professional advice and service.
  • To help you manage your wealth to its fullest potential as you may not have the time or necessary resources to achieve this.
  • To successfully manage your existing and future wealth, which is totally dependent on you making the right choices. Our job is to work with you to choose the right strategy for each stage in your life.
  • Our team is experienced and well positioned to help you succeed in fulfilling your financial aims and welcome the opportunity of doing just that.

Contact details

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07891 702673



St. James’s Place House,

5 Oaks Court,

Warwick Road,



List of Services


  • ISAs
  • Unit Trusts
  • Investment Bonds
  • Investing for Income
  • Offshore Investments
  • Discretionary Fund Management
  • Tax Advantaged Investments


  • Personal Pensions
  • Drawdown*
  • Occupational Pension
  • SIPP
  • SSAS

Personal Insurance

  • Life & Term cover
  • Critical Illness
  • Family Income Benefit
  • Income Protection
  • Relevant Life cover
  • Whole of Life

Business Insurance

  • Shareholder Protection
  • Key Person
  • Group Life
  • Group Income Protection

Wealth Preservation

  • Inheritance Tax Planning
  • Trust & Estate Planning
  • Entrepreneurs’ Relief
  • Business Relief


Trusts are not regulated by the Financial Conduct Authority.

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 is generally dependant on individual cirmcumstances.


* Inflation will reduce what you can buy in the future with the proceeds of your investment. The aim of the investment is to provide an income for your retirement. The level of income available in retirement will depend on the level of contributions, the performance of your investment, how much is deducted for charges, the taxes that must be paid and what rate is used for converting your fund into an income. The tax rules could also change unexpectedly and this may reduce how much you get back from your investment.

The Partner Practice 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.

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