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 Lee Robson, Finance Director,  Summit Systems Ltd

summit logo.jpgJackie Fancourt looks after our group income protection scheme as well as the group personal pension scheme.

The pension was set up in 1994 by her father and Jackie has looked after us since 2002.   Jackie provides invaluable advice to our employees on a 1-2-1 basis and is very well liked across the firm.

Robert Taylor & John Cufley,  Directors, Contact Poweriser

contact logo.jpgWe contacted Jay Financial to review our directors' pension scheme.  Jackie Fancourt simplified our pension and reduced our costs.

John Boyle MBA. FCMA, UK Finance and Administration Director at Bostik UK

bostik logo.jpgI worked with Jackie Fancourt of Jay Financial in 2005 when I was the finance director for Longslow Food Group.   Jackie implemented a large pension scheme overhaul, which required delicate handling of the staff to ensure they understood the changes and had all the necessary information.

She led the process saving the company in excess of £40,000 per annum in pension administration fees at no detriment to the employees’ pensions.

Jackie is extremely professional and I continue to keep her card in my portfolio and would welcome the chance to work together again.

Andrew & Suzanne Newell,  Directors, Antech Hydraulics

antech logo.jpgJackie Fancourt has been a Financial Advisor to myself and my wife Suzanne for over ten years.

I find Jackie accurate, conscientious and always willing.   Knowledge of the matters for which we place trust in her, has always proven to be of sound judgement and complete credibility.

Jackie works in a warm and happy way, always bright and cheery whilst fully explaining her activities and intentions in a clear and understanding way.   She is always pleased to assist, responding in a prompt and timely manner.

I am more than happy to say I would be delighted to recommend Jackie’s services for professional financial advice.

Rosemary Watterson, Wearwell UK Ltd

wearwell logo.jpg    This is a difficult subject explained as simply as possible.

David Finch, David Finch Photography

Thanks for your help, I have never heard pensions explained so simply and clearly

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Regulatory Statements

Jay Financial is authorised and regulated by the Financial Conduct Authority

FCA Firm Number: 450655

Telephone : 01283 761866

Proprietor: Jacqueline 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

Jay Financial is authorised and regulated by the Financial Conduct Authority
FCA Firm number 450655, Independent Financial Adviser, Jacqueline Fancourt