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.

 

Learn more

How it works

01

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.

02

Your Life
Roadmap

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.

03

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.

04

On track
reviews

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.

Jane Smith Financial Planning Limited profile

Words can really make a difference, especially when they come directly from our clients! Click on the icon to read our VouchedFor reviews.

Help us choose our charity for 2024

We’re launching our charity referral incentive to raise money for a great cause.

We’ve shortlisted several charities, and we’re conducting a poll to identify which charity we’ll support.

Click the button below to cast your vote and find out more about the incentive.

Vote now

This will close in 0 seconds