Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

Meet Thomas, our new trainee financial planner

If you are a client of Jane Smith Financial Planning, or know one, you’ll be aware that we aim to provide the highest standards of advice and service to everyone you work with. As a family business with more than 25 years’ experience, we are proud that we’re small enough… Read More

All the winners and losers from the 2023 spring Budget

Just six months ago, Kwasi Kwarteng stood up in the House of Commons and delivered his controversial “mini-Budget”. The announcements ultimately brought down the short-lived Truss administration, with current chancellor, Jeremy Hunt, announcing a series of policy measures in November 2022 aimed at calming the markets. Having taken “difficult decisions… Read More