01283 761866

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

 

 

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