Updates

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.

Spotlight on Leanne, our Business Manager

by Jane Smith • Thursday, 17th February 2022 • Uncategorized
We may only be a small team, but that doesn’t make us any less mighty. We are so lucky to have an amazing close-knit group of women who all have the same goal: to deliver first-class customer service to all who come to Jane Smith Financial Planning. Today it’s… Read More

Award success – BS ISO22222

by Jane Smith • Thursday, 10th February 2022 • What we've been up to
It gives us great pleasure to confirm that Nicola has once more successfully been awarded ISO 22222 Personal Financial Planning. This is an internationally agreed benchmark. It assesses and awards financial planners who can demonstrate that they have the knowledge skills, experience and ethical values to deliver a first-class service… Read More

Top Tips for the End of the Tax year

by Jane Smith • Thursday, 10th February 2022 • Your Money
It’s always important to understand exactly where you are and what your financial position is. But as we approach the end of the tax year, it’s an especially good time to make sure that you have made the most of the allowances available to you. Here are some of the… Read More

New year, new money habits

by Jane Smith • Thursday, 13th January 2022 • Your Money
The new year can be a great time to re-think how you manage your finances, creating new habits to help you be financially better off. That might be better off in terms of pounds and pence, but more importantly, you will feel like you’re in greater control, have greater confidence… Read More

Key points from the 2021 Autumn Budget

by Jane Smith • Monday, 1st November 2021 • Your Money
If predictions were anything to go by, this Budget would have been jam-packed with changes to capital gains tax, pension and inheritance tax rule amendments, and student loan shake-ups. Now that furlough schemes and stamp duty holidays have come to an end, there were expectations of a “tax grab” in… Read More

We’re hiring: Trainee Client Services Administrator

by Jane Smith • Wednesday, 6th October 2021 • Office notices
Job Title: Trainee Client Services Administrator Purpose of Job: To support Financial Planners and ensure smooth delivery of excellent client service and client communication, as per business processes. Reports To: Business Manager Salary Range: £19,000 – £23,000 depending on experience Working Hours: 9-5 pm Monday – Friday   About the… Read More

We’re hiring: Client Services Administrator

by Jane Smith • Wednesday, 6th October 2021 • Office notices, Vacancies
Job Title: Client Services Administrator Purpose of Job: To support Financial Planners and ensure smooth delivery of excellent client service and client communication, as per business processes. Reports To: Business Manager Salary Range: £23,000 – £28,000 depending on experience Working Hours: 9-5 pm Monday – Friday   About the role… Read More

Mind the gap in the social care cap

by Jane Smith • Wednesday, 15th September 2021 • Financial Planning
Last week the government announced reforms to social care, increasing National Insurance and Dividend Tax. National Insurance increases will be applied across the United Kingdom, but it’s not yet been confirmed whether the new social care cap is to be adopted in Wales, Scotland, and Northern Ireland. The information below… Read More
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