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.

What does Chartered mean and why do we use it?

by Amy Nechat • Tuesday, 10th July 2018 • Blog posts, Financial Planning, What we've been up to

You may have heard of some financial firms being Chartered and wondered what it stands for. The general definition of a Chartered professional is ‘someone who has gained a specific level of skill or competence in a particular field of work, recognised by the award of a formal credential from… Read More

We’re not sure what you’re saying…but keep talking!

by Amy Nechat • Thursday, 10th May 2018 • Blog posts, What we've been up to

It’s important to us as a business to understand where new clients come from. Obviously we do lots of activities – advertising, sponsorship, newsletters, events, networking, and so on that put us in front of potential new clients. However, some recent research that we have undertaken has proved to be… Read More

New Technical Assistant Joins Team

by Amy Nechat • Monday, 12th March 2018 • Blog posts, What we've been up to

We are delighted to welcome Michael Bacon as our new Technical Assistant. Michael joined the Jane Smith Financial Planning team earlier this month, following the departure of Ellie Simmons. Michael has spent the past couple of years working in inventory management and stock accuracy within the supply chain sector and… Read More

New Year – time for a more financially savvy you?

by Amy Nechat • Wednesday, 17th January 2018 • Blog posts, What we've been up to

According to a recent poll reported on in The Independent, the average adult will shell out £4,600 on financial New Year’s resolutions such as conquering their debts or moving house. But 46% have already adopted a defeatist stance and admit they’re unlikely to achieve their aims because of a… Read More

Nicola’s expertise sought at Money Marketing in Focus

by Amy Nechat • Wednesday, 17th January 2018 • Blog posts, What we've been up to

Nicola was delighted to be invited to form part of a panel at the annual Money Marketing in Focus conference on Wednesday 6 December 2017 at County Hall, London. Pensions specialist Money Marketing in Focus is an event for financial advisers and planners in the retirement market. The day consisted… Read More

New Paraplanner joins our team

by Amy Nechat • Wednesday, 17th January 2018 • Blog posts, What we've been up to

We are delighted to welcome Clare Lehman as our new Paraplanner. Clare joined the Jane Smith Financial Planning team this month, following the departure of Nick Robinson last year. Clare has worked in the financial services industry for 10 years and has successfully completed the Certificate in Paraplanning and Diploma… Read More

New Model Adviser® Top 100 List 2017

by Amy Nechat • Friday, 24th November 2017 • Blog posts, What we've been up to

For the third year running, we are very pleased to announce that we are on the New Model Adviser® Top 100 list for 2017. The list highlights the best independent, fee-based wealth management firms in the UK. For firms to be listed alongside the best, they need to show commitment… Read More

Paraplanner Prepares for Adventure

by Amy Nechat • Friday, 24th November 2017 • Blog posts, What we've been up to

Sad news. Nick Robinson who has been our Paraplanner for the last two years is leaving us. At the end of November, he will jet off on a one-way ticket to Thailand. During his exciting 9 month trip, Nick plans to visit Laos, Vietnam, India, Central America and South America,… Read More

We’ve done it – 1000 miles in 10 weeks!

by Amy Nechat • Friday, 24th November 2017 • Blog posts, Charity events, What we've been up to

On Monday 18th September the team commenced a challenge to clock up 1000 miles in 10 weeks. The challenge ended on Sunday 26th November and we are very happy to report that we successfully completed the full 1000 miles. In addition, we also raised a whopping £500 (and hit our… Read More

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