About Us
Jay Financial is a partnership between Jackie Fancourt and Bill Fancourt. Bill originally founded the company in 1978. The partnership was re-named Jay Financial in 2006.
Jackie Fancourt -
Professional Profile
I
started in the financial services sector in 1997 to help my father for a few
weeks with some administration – I never left, 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 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 (CIMA), Business Peak District,
Derbyshire Dales County Council and from 2013 with the Association Accounting Technicians (AAT) 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 2013
-
Pensions IFA
of the year
Professional Qualifications
-
Diploma, Level 4 Certificate in
Financial Planning
-
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