Jay Financial

Independent Financial Adviser Jay Financial, 1st Floor, 74 High Street, Swadlincote, Derbyshire, DE11 8HS

First meeting at adviser's own cost

Response rating

9.0 /10

12th August 2019

We provide a friendly service, working with you so you understand what you need financially and helping you achieve it

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection

Make an enquiry Request a call back 01283 364887 Recommend to a friend

Meet our advisers

Jacqueline Vaz Dip PFS

Owner

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Where to find us

Jay Financial, 1st Floor, 74 High Street, Swadlincote, Derbyshire, DE11 8HS

Make an enquiry

About us

Jackie is our adviser and has been since 2002.

Gemma is our experienced researcher and administrator and joined in 2011.

Lindsey supports us both, she is normally the first person to take your call and joined us in 2015.

We try to make things easy for you and have out of hours appointments. The first step is to contact us. There is no charge for the first meeting which can be face to face or by telephone. We will explain to you how we can help you and how much it will cost.

Financial advice is charged on a fixed fee basis, and you will know what it costs before we start.

Our services

Pensions and retirement planning is our specialism. We understand that it can be a struggle to understand your pensions and the options available to you. It doesn't help that the rules keep changing too!

So if you just need a bit of a sense check as to where you are and what your retirement plans might look like, or if you are ready to start drawing your pensions, we can help you.

Our aim is to always make our clients feel reassured and confident about their finances.

Compliance

Jay Financial: 2 Greenfields,
Waterfallows Lane, Linton, DE12 6PF.
Proprietor: Jacqueline Fancourt

Authorised and regulated by the Financial Conduct Authority. Jay Financial is entered on the Financial Services Register https://register.fca.org.uk/ under reference 450655.

Make an enquiry Request a call back 01283 364887 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Compliance

Make an enquiry Request a call back 01283 364887 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01283 364887 Recommend to a friend

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