The team here at Jane Smith Financial Planning are delighted to be named as a VouchedFor top-rated firm for 2025, as distributed by the Times earlier this year.
VouchedFor uses client reviews to compile a list of the most trusted financial advice firms, and advisers, throughout the UK, so our inclusion for 2025 is entirely down to you.
As a small, independent business, reviews – whether through VouchedFor, Google or through our “refer a friend” scheme – help us to grow and improve the service we offer.
A huge thank you to everyone who has taken the time to vote for Nicola and the team, leave a review or refer someone to us. By doing the latter you’re not only helping a family member, friend or colleague receive expert financial advice, but you’re supporting an incredible local charity too.
Keep reading to find out why your continued support means so much to the Jane Smith team, and bereaved children in and around Milton Keynes.
Just a few of the incredible reviews we’ve received so far this year
At Jane Smith, we are committed to providing a great service and always look to put our clients first. That’s why it’s so gratifying to receive feedback that suggests we’re doing just that.
Here are just a few of our favourite pieces of feedback and reviews from 2025 so far.
VouchedFor
- “[Nicola] has helped with decisions on pension changes, Inheritance Tax planning, Stocks and Shares ISAs, and always has information that confirms we are financially sound at present but what might lie ahead in case of ill health etc. She is always looking at ways to improve the service… Our Zoom financial reviews are always pleasant, and I always come away feeling that Nicola has done her research and that her advice will continue to keep our financial situation in good shape. An absolutely first-class service delivered in a pleasant and helpful manner.”
- “I have retired now, when I wanted to… and I am enjoying spending my money! [Jane Smith] communications are clear and timely and it’s easy to speak to someone on the phone or online.”
- “Nicola has helped me to streamline my finances and better understand my financial position… She has explained things clearly and in a way that I have been able to understand… The main outcomes I wanted were greater understanding and visibility of my assets and help planning my retirement… I have achieved this.”
- “We initially went to [Jane Smith] ahead of our retirements […] and received excellent, well-researched advice, which has allowed us to optimise our “autumn years” in a secure and planned way. Nicola and her team provide the best possible, personalised service and we remain loyal and committed customers and expect to be so for many years to come.”
- “I have had an excellent relationship and service from [Jane Smith] over the past years. They are caring, attentive, personable and proactive with great communication skills, keeping you informed of options and actions every step of the way in planning your financial future.”
Thanks again to everyone who has taken the time to leave feedback and reviews, which mean a great deal to us, while also helping us to constantly develop and improve.
Your referrals are helping us to support a local charity and its incredible work for bereaved children
This time last year, we announced our charity partner and wrote about the amazing work that Harry’s Rainbow does for bereaved children in and around Milton Keynes.
One of the ways we support this incredible charity is through our charity referral incentive.
We make a £50 charitable donation each time you recommend a potential client to us who goes on to book an initial meeting. The meeting is obligation- and cost-free, but Harry’s Rainbow benefits.
As you’ve seen from the above reviews, we strive to give our clients a positive and valuable service and we could provide that service to your loved ones too.
You might refer friends, family, or loved ones who are:
- Approaching retirement
- Enjoying retirement
- Creating a legacy
Our JustGiving page shows the effect of referrals and Jane Smith’s support so far this year.
You can read more about Harry’s Rainbow and the work they do and support the cause, through a referral or one-off donation.
Get in touch
If you’re looking for an independent financial adviser in Milton Keynes or Olney, look no further. At Jane Smith Financial Planning, we’ve been helping clients for 30 years, so contact us at info@janesmithfinancial.com or call 01234 713131 to see what we can do for you.
Please note
This article is for general information only and does not constitute advice. The information is aimed at retail clients only.
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