Jay Financial provides independent financial advice to individuals and families, as well as businesses and their employees. Specialising in pensions, protection and investments, we also hold the pension transfer qualification. We seek to be more than just an adviser. By establishing long-term relationships with our clients, we are able to provide constructive and practical advice on many areas, including taxation, budgeting and, if appropriate, source or recommend service providers and professionals.
Unlike most other firms, we charge a fixed fee so you only ever pay for the services you want or need. Jay Financial has a sister company, Step by Step Auto Enrolment Ltd, which provides auto enrolment workshops and training for employers who would prefer a ‘just tell me what I need to do’ approach to their new duties.
The team consists of Jackie, our independent financial adviser, and Gemma and Lindsey provide all the administration support.
Jackie has nearly 20 years’ industry experience and learned her skills from her Dad, who ran the business from 1978 until his retirement in 2002. In actual fact, Jackie still looks after a client who has been with the firm since 1978!
Gemma has 15 years’ experience and is a qualified protection adviser, which means she can provide advice on products such as life assurance, income protection, critical illness cover and private medical insurance. Gemma also provides technical administration support to Jackie, and is training Lindsey.
Lindsey joined Jay Financial in 2015 and provides valuable administration support to Gemma and Jackie.
In 2015, the team moved into an office in Swadlincote town centre. Jackie usually sees clients at their home or premises, and mainly covers Derbyshire, Leicestershire and Staffordshire, but does have clients much further afield, too.
Jay Financial also arranges free events for people to attend, including a retirement options information event and auto enrolment seminars.
GF4B is a great group of businesses, and has given me strong connections and valuable business. It's not just about growing the business, though; I really value mixing with like-minded individuals and discussing our achievements and challenges.