Jane Smith, Author at Jane Smith Financial Planning

7 wonderful Christmas markets in Bucks to get you in the festive mood

by Jane Smith • Monday, 14th November 2022 • Blog posts

While it might be hard to believe, the festive season is approaching again. As temperatures drop, you might be looking for ways to brighten up the long dark nights and winter weather. One way could be to enjoy the many Christmas markets that are happening in Buckinghamshire in 2022, which… Read More

5 positive reasons to work with a trusted financial planner

by Jane Smith • Monday, 14th November 2022 • Blog posts

According to FTAdviser, the Financial Services Compensation Scheme (FSCS) has revealed that 78% of the claims it deals with have an element of poor financial advice. The organisation’s chief executive, Caroline Rainbird, explained that while the “vast majority” of financial advisers provided high standards and an important… Read More

How to ensure your pension contributions provide the retirement you want

by Jane Smith • Monday, 14th November 2022 • Blog posts

How do you see your retirement when you finish work? Is it one filled with holidays and weekends away, or plenty of time relaxing in the garden and spending time with family? Whichever lifestyle you want, an article by MoneyAge may provide food for thought for many… Read More

10 clever ways to ensure your home is as energy-efficient as possible

by Jane Smith • Friday, 21st October 2022 • Blog posts

Just as temperatures have started to drop and the nights are becoming longer, most households have seen their energy bills rise significantly. While the increase is less than had previously been feared thanks to the government’s interim energy price guarantee,… Read More

3 powerful reasons to create an intergenerational wealth plan today

by Jane Smith • Friday, 21st October 2022 • Blog posts

While thinking of one’s mortality is never easy, if you’re over 55 you may be considering how best to leave your wealth to family and friends. If so, you might be interested in research by Aviva, which suggests that many in this age group would rather give… Read More

4 important ways a fall in the pound could affect your wealth

by Jane Smith • Friday, 21st October 2022 • Blog posts

If ever there was an example of the “law of unintended consequences”, it was chancellor Kwasi Kwarteng’s mini-Budget with its sweeping tax cuts. While its aim was to stimulate economic growth, concerns about how the government would pay for the cuts spooked the markets. In the wake of the… Read More

Key points from the 2022 Spring Statement

by Jane Smith • Thursday, 24th March 2022 • Your Money

As the day broke with news that UK inflation had reached a new high of 6.2%, Chancellor Rishi Sunak’s Spring ‘mini-Budget’ was expected to focus on the cost-of-living crisis – and it did. Leading with a pledge of further support for Ukraine and “unprecedented” sanctions on Russia, Sunak vowed to… Read More

Spotlight on Roxanne, our Client Services Administrator

by Jane Smith • Thursday, 24th March 2022 • Spotlight on staff

We’d like you to meet our Client Services Administrator, Roxanne, who has a glittering track record of providing excellent client service behind her. With her eyes on a future as a paraplanner, we’re thrilled to have such a driven and ambitious new addition to our team. Let’s get to know… Read More

Spotlight on Jade, our Trainee Client Services Administrator

by Jane Smith • Thursday, 24th March 2022 • Spotlight on staff

Here at Jane Smith Financial Planning we really pride ourselves on providing a work environment that is not only supportive and enjoyable to come to every day but also actively encourages training and career development in a transparent and structured way. We were thrilled to welcome Jade into our Trainee… Read More

Hold tight in spite of market volatility: Russia, Ukraine, and Inflation

by Jane Smith • Monday, 28th February 2022 • Your Money

Although many of you are well used to my comments to ignore short term issues with markets and to remember that you are investing for the long term, I thought this ad hoc communication might help to explain what’s currently happening and so hopefully allay some of your concerns. Trying… Read More

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Updates

Keeping you in the loop

7 wonderful Christmas markets in Bucks to get you in the festive mood

5 positive reasons to work with a trusted financial planner

How to ensure your pension contributions provide the retirement you want

10 clever ways to ensure your home is as energy-efficient as possible

3 powerful reasons to create an intergenerational wealth plan today

4 important ways a fall in the pound could affect your wealth

Key points from the 2022 Spring Statement

Spotlight on Roxanne, our Client Services Administrator

Spotlight on Jade, our Trainee Client Services Administrator

Hold tight in spite of market volatility: Russia, Ukraine, and Inflation

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