Celebrating 30 years of Jane Smith Financial Planning

On Friday 20 September, the whole Jane Smith Financial Planning family gathered to celebrate three decades in business as financial advisers, and many of you were there to celebrate with us!

Reconnecting with old friends.. and making new ones

Although it seems like only yesterday, our last big gathering was back in 2019, to celebrate our 25th anniversary. This latest celebration provided us all with the chance to reconnect, reminiscing and sharing stories of our journeys and adventures of the last five years.

The whole team thoroughly enjoyed meeting up with everyone again. And it was also a great chance to meet some new faces. The most recent additions to the Jane Smith team had the chance to meet clients old and new, all surrounded by the stunning gardens and gallery. It was an informal yet special atmosphere, with plenty of food, drink, cake, goodie bags, and Charles Rennie MacIntosh memorabilia to go around too.

Following so many happy conversations throughout the evening, we’ve also been very grateful to receive some lovely emails of thanks from clients. One even included a wonderful photograph on the beach, with our goodie bag water bottle taking centre stage.

It was truly a memorable night.

So many thank yous are in order

Such an incredible night doesn’t happen by accident. Instead, it’s a testament to the hard work of so many people. Among them, were Liz and John from 78 Derngate, who welcomed our guests and provided incredible support throughout the evening, including on the assisted walk around the Charles Rennie Mackintosh House.

Special thanks to Duncan, too, for setting the perfect atmosphere with his beautiful guitar music, and for leading the ‘Happy Birthday’ singing, and giving Nicola a chance to share a few words.

Nicola sums up what it means to be in business for 30 years

Nicola’s mum, Jane Smith, began the business 30 years ago, visiting clients in their homes. And some of them were there on the night!

Nicola was joined by Jane as they took to the stage and delivered a reflection on 30 years in business. The dedication of the whole Jane Smith family – team members and clients – and the relationships we all work hard to build and maintain remain the bedrock of the business.

It’s all about changing lives for the better and we are all very proud to have been doing that for three decades.

That’s why we rounded off by presenting Nicola and Jane with personalised champagne bottles and a timeless purple rose, a beautiful symbol of growth and lasting memories.

A sad departure… but a brand new adventure!

Finally, we’d like to take this opportunity to formally announce that Thomas will soon be leaving.

Thomas has been with Jane Smith since January 2023 and has worked tirelessly throughout those two years, providing an impeccable service to all our clients, and growing and developing along the way.

He departs with our gratitude and best wishes, and we’re almost as excited as he is for the next stage of his adventure, and as he emigrates to Australia!

Get in touch

Our team of independent financial advisers has been providing great quality service for 30 years. And while our recent anniversary was the perfect opportunity to look back, we’re always looking forward too.

If you or your friends and family need a financial adviser in Milton Keynes or Olney, Jane Smith Financial Planning can help. Contact us at info@janesmithfinancial.com or call 01234 713131 to see what we can do for you.

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