Our Services

Jay Financial provides independent financial advice to businesses and their employees. Providing advice on pensions, protection and investments, we have a particular specialism in financial planning for directors, and employee benefit schemes. By establishing long term relationships with our clients we are able to provide supportive, constructive and practical advice on other areas including taxation, business planning and if appropriate source or recommend service providers and professionals.

Business Protection

Protect yourself if your business partner dies so that you can have the funds to purchase their shares from their relatives.

Employee Benefit Schemes

Your employees are your most valuable asset, one that you will have invested a lot of time and money in developing. Therefore it makes sense that you will want to make sure that asset stays with you, to maximise the return on your investment.

Financial Planning for Directors

As a business owner, director or partner you have the privileged position of being able to organise your financial affairs in the most tax efficient and cost effective way. You also should consider that you are most likely to have a greater need for more sophisticated protection and estate planning to ensure that the business, and in turn you and your family, are protected from unforeseen events.

Automatic Enrolment Workplace Pensions

Radical pension reforms affecting all employers were introduced in 2012. Employers will be forced to enrol all eligible employees, not already in a suitable pension scheme, into a qualifying workplace scheme.

Tax Efficient Commercial Property Purchase

Jay Financial have various options to make the purchase of a property more tax efficient. Call us to discuss your project in more detail. One example is pensions which is one of the most tax efficient ways for some businesses or individuals to purchase a commercial property.

Free Retirement Workshops

Recognising the need for advice for employees approaching retirement we are launching a series of free information evenings to explain cashing in pensions, annuities, flexi-access drawdown, Wills and Lasting Power of Attorney.

What Our Clients Say

Auto Enrolment

Employers will be forced to enrol all eligible employees, not already in a suitable pension scheme, into a qualifying workplace scheme.

Regulatory Statements

Jay Financial is authorised and regulated by the Financial Conduct Authority FCA Firm Number: 450655 Telephone : 01283 761866 Partners (advising) : Jacqueline Fancourt Partners (non-advising) : William Fancourt The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK. To visit the FCA consumer website - The Money Advice Service - please click here To verify our status with the FCA, click here and key in our FCA number: 450655