Financial AdviserProfile

JSA Wealth Management Limited

Public-record profile
Marlborough Court, 8-10 Bricket Road, St. Albans, AL1 3JX
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

JSA Wealth Management Limited is listed as a FCA appointed representative in the AL1 3JX area. Registered at Companies House in 2019. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2019
Type
FCA appointed representative
Company No.
12164549
SIC
66220
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

JSA WEALTH MANAGEMENT LIMITED is active and was incorporated on 19 August 2019.

Nature of business: 66220 - Activities of insurance agents and brokers

Registered office: 16 Great Queen Street, Covent Garden, London, WC2B 5AH, England

Authorisations

FCAactive
Reference: 912785
Type: FCA appointed representative
Company no.: 12164549
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 August 2024
Accounts next due
31 May 2026
Accounts type
Total Exemption Full
Employees
1
Equity
£100
Cash
£21,889
Fixed assets
£196,502
Current assets
£124,767
Net current assets/liabilities
-£21,447
Charges
1
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

WHEAL, Mark Anthony
Appointed 19 August 2019
DOB: 3/1968

Persons with significant control

Mr Mark Anthony Wheal
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 3/1968

Recent Filings

16 February 2026
MR04
mortgage satisfy charge full
19 August 2025
CS01
confirmation statement with no updates
29 May 2025
AA
accounts with accounts type total exemption full
2 December 2024
CH01
change person director company with change date
2 December 2024
CH01
change person director company with change date
2 December 2024
PSC04
change to a person with significant control

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.