“Nicola has exhibited great empathy, excellent knowledge
and above all put our requirements first whilst acting in an extremely
professional and trustworthy manner.” – Tim and Liz

“Nothing could have been done better. Everything about dealing with Jane Smith Financial Planning felt tailored to us." – Duncan and Lindsey

"The service provided by all staff is excellent. Questions are answered very quickly and comments and advice are extremely helpful and always in a manner I can understand." – Richard

Expert financial planning with family values

Financial planning looks and feels very different at Jane Smith.

Yes, you get all the expertise you need and expect. But you also get a level of care and empathy that’s not always evident in our profession.

We’re proud to be an independent family business. One that’s been going for more than 25 years. Right from the start, our clients have felt at home with our friendly, straightforward approach. It’s why they stay with us ­– often through generations. We’re living proof that with a little expert help and guidance, planning your future doesn’t have to be difficult. We’re here to make it easy.

Who we help

Our clients are people just like you.

They’re busy professionals whose pensions and investments add up to at least £400,000. They’re sensible with money but need some help to make the most of it.

They value advice and are willing to pay for it. They’re often at a point in life where change is coming – and they know we can help them get ready for it. Maybe that’s where you are now?

“Trouble is always taken to explain what I don’t understand and even the most elementary questions are taken seriously. This gives me confidence that my affairs are in safe hands.”

– Mary