Amy Nechat, Author at Jane Smith Financial Planning

VouchedFor

by Amy Nechat • Friday, 24th July 2020 • Blog posts, Financial Planning

VouchedFor is an online directory, listing financial planners and advisers in your local area. To provide a true reflection of the service they offer, firms are rated by their clients. A while ago we asked you to complete reviews and since then we have asked you to update these reviews… Read More

Can I still make a Will despite Lockdown?

by Amy Nechat • Friday, 24th July 2020 • Blog posts

Guest Blog – Matt Parr from Shakespeare Martineau Making a Will is important and so solicitors who prepare Wills have been classified as key workers to enable us to continue offering our services to clients who need them. Now more than ever, ensuring their affairs are in order and… Read More

Day in the life of Clare Lehman, our Technical Specialist

by Amy Nechat • Friday, 24th July 2020 • Blog posts, COVID-19 updates, Spotlight on staff

My day starts off fairly quietly with the alarm going off at a reasonable time of 7.00am. Then it’s shower and dressed before heading downstairs. My husband works in Northampton and leaves for work much earlier than I do, so I tend to have breakfast alone before I head off… Read More

What we’ve been up to – July 2020

by Amy Nechat • Friday, 24th July 2020 • Blog posts, What we've been up to

The end of March saw the start of “Lockdown” and some tough months for everyone, in many aspects. We’re certainly not through the other side, but life feels like it’s starting to get back to some sort of normality. Whilst we could head back to the office, we have decided… Read More

Trainee Paraplanner / Paraplanning Assistant

by Amy Nechat • Friday, 26th June 2020 • Office notices, Vacancies

Trainee Paraplanner / Paraplanning Assistant Location: Olney, Milton Keynes Salary: £22,000 – £30,000, dependent on experience Job Type: Full Time, Permanent About the Company: We are a successful and award winning financial planning firm, based in Olney, Milton Keynes, looking to recruit an enthusiastic, driven, extremely organised… Read More

Scams and staying secure

by Amy Nechat • Thursday, 18th June 2020 • Blog posts, Financial Planning

Although an ever-increasing problem, the threat of financial scams has been particularly high on the news agenda in recent weeks: According to a new report from Canada Life, 5.2 million people had been victims of financial scams or knew a victim since the Coronovirus outbreak started. Research from pension consultants… Read More

Financial Planning: Taking control in uncertain times

by Amy Nechat • Monday, 1st June 2020 • Blog posts, COVID-19 updates, Financial Planning

A recent client experience got me thinking about how we might be able to help you, your friends, family and colleagues in these uncertain times. Earlier this year we took on a couple as new clients. They wanted to retire in Spring 2021, a year away, but were concerned as… Read More

Mental Health Awareness Week – be kind to others and yourself

by Amy Nechat • Monday, 1st June 2020 • Blog posts, COVID-19 updates

This week is Mental Health Awareness Week. We’ve covered elements of well-being over the past few weeks and when the world is upside down, I think now more than ever is the time to focus on our well-being. It’s strange times. For many, they’re enjoying a slower pace of life. Read More

Day in the life of Hannah

by Amy Nechat • Thursday, 30th April 2020 • Blog posts, COVID-19 updates, Spotlight on staff

Hannah is our Technical Assistant and her ‘Day in the life of’ certainly looks different now! Pre lockdown My alarm usually goes off around 6:40am, but I have at least ten minutes snooze before jumping in the shower. I then usually jump back into bed for five minutes to warm… Read More

Sharing good news

by Amy Nechat • Thursday, 30th April 2020 • Blog posts, COVID-19 updates

The world as we know it has changed dramatically for the foreseeable future, and this can be scary and daunting. We have to focus on the positives and pay attention to the little things, as these are what help us to pull each other through these testing times. The first… Read More

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