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Jay Financial and Step by Step Auto Enrolment Ltd

Jackie Fancourt Dip PFS
Partner, Jay Financial
Director, Step by Sep Auto Enrolment Ltd 

2 Greenfields, Waterfallows Lane, Linton. DE12 6PF
W: 01283 761866   M: 07813 167824   E: jackie@jayfinancial.com

 

Professional Profile

I joined my father's business in the financial services sector in 1997, and in 2002 qualified as an Independent Financial Adviser allowing my father to take retirement. My speciality is the SME sector and specifically financial planning for directors and their employees.   My niche area of expertise is pensions and retirement planning. I am committed and dedicated to providing my clients with the highest quality of advice through experience, knowledge and understanding. We invest in sophisticated financial planning tools and technical staff. We are members of Simply Biz compliance services and the Personal Finance Society who provide us with the benefits of in-depth specialist and technical support normally only available within national firms.

 

Professional Accomplishments

Launched Jay Financial as a Financial Services Authority directly authorised IFA firm embracing fee based advice, retainers and fixed fee work 5 years before regulatory compulsion.

  • Large pension scheme restructure to simplify the employer administration and costs and improve employee communications
  • Recognised as an expert on workplace pensions and auto enrolment legislation by the pension technical team of a national IFA compliance support company, gaining contracts to provide 1-2-1 training to Independent Financial Advisers.
  • Previously a volunteer speaker for the Financial Services Authority delivering their Making The Most of Your Money seminars to employees of firms including HSBC, British Gas Academy and De Montford University.
  • Presenter of seminars in the East and West Midlands, previously in association with Business Link, and currently in association with the National Employment Savings Trust (NEST), Chartered Institute of Management Accountants, Business Peak District, Derbyshire Notts County Council and from 2013 with the Association Accounting Technicians and The Pension Regulator. Self organised seminars with local professional services firms on subjects including auto enrolment and business protection
  • Selected as a ‘pensions expert’ panellist for The Guardian’s live Q&A on pension auto enrolment
  • Shortlisted for 2013 Unbiased.co.uk Media Adviser Awards 2 years running 2014, 2013 


Industry Qualifications

                                   

Diploma, Level 4 Certificate in Financial Planning

Pension Management Institute Certificate in Pensions Auto Enrolment

FPC3 Financial Planning Certificate

G10 Advanced Taxation and Trusts

G60 Advanced Pension Transfer Specialist

CF2 Certificate Investment and Risk

CF9 Certificate Pension Simplification

RO1 Diploma Regulation and Ethics