Jay Financial Ltd

Independent Financial Adviser  Jay Financial, Appleby magna, Leicestershire, DE12 7AS
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FCA authorised
Last authorised 25th May 2020
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Meet our advisers
Jacqueline Vaz Dip PFS
Owner
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.

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

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

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