JCS (X-Ware Ltd)

St Peter Port

About

JCS (X-Ware Ltd) provides software for UK independent financial advisers (IFAs), from start-ups to firms with 12 or more users. Barry Pitfield BSc FCA CFP has been the Managing Director and owner since April 2005. Established in 1982, the firm offers client and policy administration, portfolio management, financial planning, and RMAR reporting. Software is available via monthly rental with no contract, upfront cost, or minimum rental period.

Quick facts

Established
1982 · 44 years
Service options
Monthly software rental — no contract to sign, no upfront cost, no minimum rental period, no VAT
Industries served
UK independent financial advisers (IFAs)
Client focus
IFA firms from start-ups (Adviser Essential) to firms of 12 or more users (Adviser Elite)

People1

  • Barry Pitfield BSc FCA CFP — Managing Director and owner since April 2005

Services offered

  • Client and policy administration
  • portfolio management
  • financial planning
  • "what if?" modelling
  • e-commission
  • contract enquiry
  • tax computation
  • RMAR reporting

Contact

Address
Unit 5, Route de la Garenne, Pitronnerie Road, St Peter Port, Guernsey, GY1 2RN

Compiled from public sources — mistakes are possible. If something here looks wrong, let us know.