J C F Financial Services Limited

Independent Financial Adviser The Staddlestone Granary, South Winchester Golf Club, Romsey Road, Winchester, Hampshire, SO22 5QX
FCA verified
15th October 2018
We specialise in Investment advice and planning, Retirement planning, generating Income in retirement, Trust fund investment and Inheritance Tax planning
We can advise you on
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Taxation planning
Meet our advisers
adviser-person
Kit Finney Dip PFS MDRT
Director
Where to find us

The Staddlestone Granary, South Winchester Golf Club, Romsey Road, Winchester, Hampshire, SO22 5QX

About us

JCF Financial Services Ltd are leading Wealth Management Advisers based in Hampshire. Specialising in providing advice for individuals and businesses in all aspects of financial planning including investments, capital growth, inheritance tax planning, income generation and maximising pension fund returns. JCF provides bespoke investment strategies and active fund management.

Our services

We believe that active management of your portfolio of funds can create wealth, but it is just as important to protect your wealth. Planning for your future financial independence relies on selecting the right type of investments and balancing the risks you are comfortable with alongside the potential returns. Every investor is unique so a one-size-fits all approach just doesn’t work, as there isn’t a single investment strategy that will work for everyone. We also advise on Life protection, Income replacement, Critical Illness protection, Keyman insurance and Pensions offering whole of market advice on all services.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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