Our Team

Kit Finney, the Principal of JCF Financial has been helping individuals, families and businesses with their finance matters since 1983. He holds the Full Diploma in Financial Planning and Certificate in Mortgage Advice and Practice.

Kit also holds the following additional specialist qualifications:-

  • Certificate in Equity Release
  • Certificate in Life & Pensions
  • CII Level 4 Diploma in Financial Planning

Professional associations
Member of the Chartered Insurance Institute
Member by Diploma of the Personal Finance Society (DipPFS)
Qualifying member of the Million Dollar Round Table (MDRT)

Kit is a well respected member of the local community. He is the immediate past chairman of Winchester’s area of the Hampshire Chamber of Commerce and is a Judge for the Business Excellence Awards.”

He is backed by a highly trained team of experienced and friendly financial professionals.

Individuals must be approved before giving financial advice, and meet a qualification standard which from 31st December 2013 will be demonstrated by a ‘Statement of professional standing’ – Kit has received his statement from the Chartered Insurance Institute in November 2012.



Claire Bruley
Practice Manager

Claire is responsible for the smooth running of the practice as well as advising Directors on introducing Workplace pensions, Training and Competence Supervision and the Compliance functions of the Business./

She started work in the Financial Services Industry in 1985 which includes a spell as a Financial Adviser with Prudential and then an Independent Financial Adviser. Claire progressed to managing Financial Advisers and then the Compliance of Firms and Advisers.

Claire holds the CII Level 4 Diploma in Financial Planning and Certificate in Mortgage Advice. She also holds the following additional specialist qualifications:-

  • H15 – Advanced Financial Planning Certificate in Supervision and Sales Management
  • BTEC Professional Development Certificate in Management Studies

Professional associations
Member of the Chartered Insurance Institute
Member by Diploma of the Personal Finance Society (DipPFS)

Val Goode
Senior Administrator

Val is responsible for the business processing and chasing of the Providers to ensure a smooth experience for our clients.

She also provides the relevant paperwork for our clients including the production of reports for our client meetings.

Val is also responsible for technical investment administration, group scheme administration and reviews of existing client portfolios.

She started her career in Financial Services in March 2001 with a firm of Independent Financial Advisers developing her technical knowledge of pensions, annuities, investment bonds, unit trusts, ISAs, EISs, VCTs, personal and business protection policies.

 

Alice Shaw
Paraplanner

Alice is responsible for research, analysing and assessing products, funds and portfolios. She is also responsible for Capital Gains Tax calculations and technical administration, including the production of reports for our client meetings.

She started her career in Financial Services in March 2009 with Skandia and then spent 18 months with a Discretionary Wealth Management firm in London before joining us in May 2013.

 

Alice is studying towards achieving her Diploma in Investment principals and Risk (RO2).

 

Professional associations

Member of the Chartered Insurance Institute


Lucy Alderton
Junior Administrator

Lucy is the first point of contact for our clients, dealing with general queries by telephone and greeting clients on arrival to our offices.

She has been fully trained to deliver outstanding customer service, in person and by telephone and has a natural desire to help and serve others.
This is Lucy’s first administration role within Financial Services having worked as a Dance Teacher and Coffee Shop Supervisor previously.