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.

Client duty of care

In July the FCA revealed new measures it will take to protect consumers and set out when and how the organisation will take action. Whilst we welcomed the Regulator’s ‘Approach to Consumers’ document, we can’t help but wonder what sort of company wouldn’t put their clients (and employees) at the centre of everything that they do. Certainly at Jane Smith Financial Planning we hold these values at our core and would not exist without the trust, loyalty and continued support of our clients.

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