If you are a client of Jane Smith Financial Planning, or know one, you’ll be aware that we aim to provide the highest standards of advice and service to everyone you work with. As a family business with more than 25 years’ experience, we are proud that we’re small enough to care yet big enough to deal with your wealth needs, so that you can achieve your financial goals.
For us, it’s about providing you with the peace of mind you want around your finances, so that you can get on with the business of living life to the full. Maintaining those values and core beliefs is the most important thing to everyone within the team, which is why we are always extremely careful when we look to recruit a new member to it.
With this in mind, we are delighted to welcome Thomas McGinn, who joins us as our trainee financial planner. Thomas has already shown a huge commitment to providing the highest quality advice by obtaining the Chartered Institute of Insurers level four diploma.
This means he has successfully passed six demanding exams covering pensions, investments, savings, financial protection and taxation, which demonstrates his dedication to providing excellent advice.
We believe this commitment to providing a first-class service and helping clients achieve the lifestyle they want through excellent financial advice makes him the perfect fit for our business. But, we’re pushing him to study more with advanced examinations already scheduled into his development plan.
As you could be talking to Thomas at some point in the future, we thought we would ask him a few questions on your behalf, so that you can get to know him a little better. Read on to discover more about Thomas’s role within Jane Smith Financial Planning, why he chose to join us and what he enjoys doing in his spare time.
Can you tell us about your role, and how you got there?
I help deliver lifestyle outcomes for our clients and not just financial advice, supporting Nicola and the rest of the team wherever I can. I have achieved the Level 4 Diploma in Regulated Financial Planning and have worked within the industry since 2018.
What drew you to Jane Smith FP
The chance to take a step up in my career and further my development. The opportunity to learn and work for a successful growing business.
Could you tell us what keeps you smiling at work every day?
Working with like-minded people, helping to make a difference in someone else’s life.
What are you saving for?
Holidays, a new car and the big one, my first house.
What keeps you busy when you’re not working?
Living an active lifestyle with my Labrador Mellow, going to the gym and socialising with friends and family.
If you could give your younger self one piece of advice what would it be?
To never give up and keep the faith. If you believe it, you will achieve it.
Finally, what are the goals you are working towards now?
Professionally, achieving Chartered Financial Planner and Certified status. Personally, to keep trying new things and saying yes more.
Get in touch
If you would like to talk to us about your financial situation, your retirement strategy, investing or ensuring you’re as tax-efficient as possible, please contact us. You can email us on info@janesmithfinancial.com or call 01234 713131.
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