Your Future in Focus

A Chartered and Accredited financial planning firm based in Buckinghamshire

Your future is our purpose

We are an independent, highly qualified and empathetic financial planning firm with around 30 years of experience in and around the Buckinghamshire area. We’re proud to say that we are both Chartered and Accredited – something very few firms can claim to have.

By understanding your journey and where you’d like to be, our financial planning service will provide you with clarity, security and freedom. We mean it when we say that we want to hear the ins and outs of your life and be there as you go through various experiences and life changes.


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How it works


Getting to
know you

It’s important that we understand your lifestyle as well as your hopes, concerns and aspirations before we give you any advice. Likewise, it’s equally important that you get to know us.


Your Life

The Life Roadmap Service includes a detailed evaluation of your financial circumstances and looks at more than just the value of your investments and holdings. It’s a clear action plan of the steps that need to be taken to achieve your goals.


Implementing your plan

This is where we put our recommendations into practice. We recommend and implement the most suitable products to meet your needs, identified through our planning process.


On track

Meeting regularly, we’ll continue to review your plan to ensure it stays on track and relevant to your changing objectives, as well as any changes in the financial and economic environment.

We’re a VouchedFor Top Rated Firm

Jane Smith Financial Planning Limited profile

We have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We are delighted to have been included.

Even better, we are Buckinghamshire’s only Top Rated, Chartered and Accredited Firm.