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.



Alice Shaw
Financial Adviser and Technical Adviser to the Director

 

Alice is responsible for meeting with clients providing financial advice as well as analysing and assessing our portfolios and supervising the paraplanning team./

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. She holds the Diploma in Financial Planning.

Alice also holds the additional further qualification:

  • H15 – CF8 Certificate in Long Term Care

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.

 

Zoe Bennett
Junior Paraplanner

 

Zoe is responsible for assessing products and technical administration, including the production of reports for our client meetings.

She started her career in Financial Services in April 2013 with a Financial Adviser firm based in Southampton before joining us in December 2015.