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
- Phone
- +44 3450 049599
- Website
- www.talkjcs.com
- 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.
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