Investment Planning

Investing in your future

At Jane Smith Financial Planning we take a very practical approach to investing. Our focus is always on getting you a good return on life, not just on your investments.

If you’re still earning, now’s the time to generate as much wealth as possible for the years ahead. We’ll show you how to invest wisely while making sure you’re still able to do all the things that are important to you now, like paying for school fees, holidays or other big purchases. We’ll also make sure you’re using your tax allowances to full effect, to make your money go that little bit further.

There are many reasons why people come to us for investment advice. Maybe you want to ensure your money is working hard enough, perhaps it’s just peace of mind that everything in on track for the future. It could be that you’re thinking about your children’s education, or how to help them get on the housing ladder. Maybe you just want to work less and need to know that’s possible. Whatever the reason, we’re here to help, advise and reassure you.

If you would like to see some practical examples of how investment planning can help you make the most of your assets, do take a look at these case studies or get in touch with us.

Client Testimonial: Jo Owen

Once upon a time at another company, Jo worked with the one and only Jane Smith, who founded JSFP back in 1994. When Jane opened the company, Jo knew that she would be in safe hands with her. Fast-forward to 2021, and Jo has now had a total career change. She’s enjoying every moment of her new life illustrating childrens’ books, and thankful for the support we have provided for her ever since day one.