Posts by janesmith

An epic Kilimanjaro hike and a virtual challenge – Your Jane Smith Financial Planning update

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5 reasons why people come to us for advice

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7 financial issues only women face and what to do about it

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7 mistakes to avoid as tax year end nears

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3 financial planning myths busted this UK Financial Planning Week 2024

This 22 January marks the start of the CISI’s inaugural UK Financial Planning Week aiming to bust some commonly held advice myths. Here are just three of them.

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How to organise your finances as a couple this Valentine’s Day

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Jane Smith Financial Planning’s “Year in Review” – Your latest team update

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5 financial housekeeping jobs to tackle this Christmas break

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3 Autumn Statement changes hidden in the small print and how they could affect your pension

Despite some big announcements in the Autumn Statement, there were also some hugely important pension changes hidden in the small print. Read about three here.

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Everything you need to know about the 2023 Autumn Statement

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How to fit charitable deeds into your phased retirement this International Volunteer Day

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How to give your child the gift of an investment this Christmas

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