Jensen Wealth Management Limited

: Montague Court, 21-25 London Road, Newbury, Berkshire, RG14 1JL

: FCA Number: 784162

Website Image of Jensen Wealth Management Limited

Jensen Wealth Management Limited is a trusted, FCA-regulated firm (No. 784162) based in Newbury, Berkshire. Our expertise spans across various financial segments including life and investments, retirement advice, final salary pension transfers, and comprehensive financial planning. With a focus on client-specific needs, we extend our services to surrounding regions, ensuring a personalized approach to all your financial concerns. As part of our commitment to regulated advice, we cater to individuals seeking both stability and growth in their financial journey. Proudly situated at Montague Court on London Road, our professional yet friendly team is ideally suited to assist you in securing your financial future. Trust Jensen Wealth Management to help navigate your wealth management journey with confidence.

Their team includes one financial adviser. Check FCA registration here.

Jensen Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Jensen Wealth Management Limited from the Motorway

From the M4:
At Junction 13, exit onto A34 directed towards Oxford/Newbury.
Upon reaching the roundabout, proceed to take the third exit leading to the A34 ramp, signposted for Southampton/M3/Newbury.
Transition onto the A34 ramp.
Make a slight left turn onto A339.
At the ensuing roundabout, take the second exit onto Western Avenue/A339. Continue on route A339.
Turn right to maintain your course on A339.
Continue straight forward onto London Road and traverse one roundabout. The destination will be situated on your left-hand side.

List of advisers under Jensen Wealth Management Limited:

Jensen Wealth Management Limited 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) 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 http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.