0330 038 8939
Based in Bangor
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2022
4.9 out of 5
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FCA Regulated
Jay and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 March 2025
Jay and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Jay has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jay has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 11 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Jay has not yet added their qualifications to their profile
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Jay has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Jay and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 March 2025
Jay and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Jay has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jay has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 11 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Jay has not yet added their qualifications to their profile
Qualifications not yet added
Jay has not yet added their qualifications to their profile
Transparent Fees
Jay has not yet added their fees to their profile
Fees not yet added
Jay has not yet added their fees to their profile
I joined IQ & Co in 2021 after completing the St. James's Place Academy in Edinburgh, obtaining my Diploma in Regulated Financial Planning. The Academy is a bespoke programme to train those new to Financial planning to be fully qualified Wealth Advisers. I also hold a Business degree but family connections in the Financial Services Industry sparked my interest in Financial Planning. I come from an Agricultural and Agri-food background and enjoy helping individual and business clients in this sector as well as meeting the needs of all client types. I am passionate about customer service and giving people the highest standard of advice. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 06/08/2024
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jay's clients
Based on responses provided by clients who have reviewed this adviser
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