J C F Financial Services Limited

Independent Financial Adviser  The Staddlestone Granary, Winchester, SO22 5QX
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FCA authorised
Last authorised 29th November 2021
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
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Buy my next home
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Next home / Remortgaging
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Self-employed mortgages
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Taxation planning
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Stockbroking services
Meet our advisers
MR Kit Finney Dip PFS MDRT
Director
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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

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

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