Jay Financial

Independent Financial Adviser Jay Financial, 1st Floor, 74 High Street, Swadlincote, Derbyshire, DE11 8HS
FCA verified
15th October 2018
We aim to exceed your expectations for your financial planning, explaining everything in a way you can understand.
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
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
Jacqueline Fancourt Dip PFS
Partner
Where to find us

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

About us

Jay Financial is a 2nd generation family business based in the Midlands, the original company was established in 1978.

Pensions and Investment advice is charge on a fixed fee basis, giving you the guarantee of pure independent advice.

Our services

Pensions and retirement planning is our specialism. You, like most people, probably 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.

All initial meetings either telephone or face to face are free of charge.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£0
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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