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 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

What we find rewarding about working at JSFP

by Amy Nechat • Thursday, 6th May 2021 • Spotlight on staff

At the heart of everything we do at Jane Smith Financial Planning is a strong set of family values. We take great pride in working for the best possible outcomes for our clients, and making a real difference to their financial security in the future. But that’s… Read More

Spotlight on Hannah, our Technical Assistant

by Amy Nechat • Tuesday, 13th April 2021 • Spotlight on staff

We’re proud of the team we have here at Jane Smith Financial Planning. Each member is a shining example of our core values and brings their own unique light to the table. Of course, if you’re a client you may already know many of the friendly faces who work here,… Read More

Day in the life of Clare Lehman, our Technical Specialist

by Amy Nechat • Friday, 24th July 2020 • Blog posts, COVID-19 updates, Spotlight on staff

My day starts off fairly quietly with the alarm going off at a reasonable time of 7.00am. Then it’s shower and dressed before heading downstairs. My husband works in Northampton and leaves for work much earlier than I do, so I tend to have breakfast alone before I head off… Read More

Day in the life of Hannah

by Amy Nechat • Thursday, 30th April 2020 • Blog posts, COVID-19 updates, Spotlight on staff

Hannah is our Technical Assistant and her ‘Day in the life of’ certainly looks different now! Pre lockdown My alarm usually goes off around 6:40am, but I have at least ten minutes snooze before jumping in the shower. I then usually jump back into bed for five minutes to warm… Read More

A day in the life of ….. Amy

by Amy Nechat • Friday, 31st January 2020 • Blog posts, Spotlight on staff

Amy Nechat – Client Services & Marketing Assistant My day starts fairly early, with the alarm going off at 5:30am. Then it’s the usual getting ready, micro-managing an 11 year old to get her out the door with her bag, lunch and sometimes a flute, all whilst trying to keep… Read More

Spotlight on ….. Emma K

by Amy Nechat • Wednesday, 27th November 2019 • Blog posts, Spotlight on staff

Emma K is our Business Manager and takes responsibility for the running of our office. Your role – how did that happen? I joined the company in a completely different capacity and quickly realised the role was not for me. But due to the size of the business my skills… Read More

Spotlight on ….. Nicola

by Amy Nechat • Monday, 30th September 2019 • Spotlight on staff

Director and Certified Financial Planner – how did that happen? Like many people in financial services, I rather fell into it. I had no burning desire to become a financial adviser or financial planner but had watched my mother build her own business and saw the impact that her advice… Read More

Spotlight on ….. Jo

by Amy Nechat • Wednesday, 31st July 2019 • Spotlight on staff

Business Assistant – how did that happen? I previously worked for a Garden Centre in Podington and my time there was coming to an end due to redundancy of my current role. I decided to just put some feelers out with friends and family about keeping their eyes open for… Read More

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