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.

Charity event

Every year we complete an event to raise money for charity and this year is no different. In our November newsletter we asked you for nominations of which charity you would like to see us fundraise for. We’re happy to announce (drumroll please!) the charity chosen is The British… Read More

Alternative Ascot in aid of Willen Hospice

We thoroughly enjoyed hosting a table of some of our fabulous business introducers recently. Held in a marquee in Willen Hospice gardens, overlooking Willen Lake, we were delighted to be able to attend their hugely popular midsummer Ladies Day on Thursday 21 June 2018. During the afternoon, not only were… Read More

Cupcake Day thank you

A big thank you to everyone who baked, ate, bought and supported our Cupcake Day in June in aid of Alzheimer’s Society. It was a great morning and was fantastic to see so many people at our offices. A big thank you must also go to our stall holders who… Read More

Please support Our Cupcake Day

To support the Alzheimer’s Society, we are hosting a Cupcake Day on Thursday 14th June 2018 – please come along and join us. Not just cakes! The event will take place at our offices from 9.00am to 11.30am and as has become normal practice with our annual coffee… Read More

Charity coffee morning sets new record!

We’re delighted to confirm that thanks to the support of all those who attended our annual coffee morning on Friday 17th November, and to local businesses who donated some amazing raffle prizes, we raised a total of £533.30 for Toby’s Trust, which is more than last year. Thank you… Read More

Coffee morning for Toby’s Trust

We are delighted to announce that our annual coffee morning will take place on Friday 17th November 2017 from 9am at our offices. Once again we will have arts and crafts stalls for you to peruse and potentially buy some early Christmas presents, raffle tickets to purchase for some great… Read More

We’re going for it!

The team at Jane Smith Financial Planning have committed to completing a challenge to improve our health and wellbeing through increased physical activity and to raise some money for our chosen charity. 1,000 miles in 10 weeks So from this month, September 2017, we will kick off our 1,000 Mile… Read More