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
FCA verified
17th December 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
Jacqueline Fancourt Dip PFS
Owner
Where to find us

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

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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.

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