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: firstname.lastname@example.org
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.
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.
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