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