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.

New Model Adviser® Top 100 List 2016


For the second year running, we are on the New Model Adviser® Top 100 list for 2016. The list highlights the best independent, fee-based wealth management firms in the UK.

For firms to be listed alongside the best, they need to show commitment to the professional, the qualities that set you apart, qualifications as well as detail some key financials including funds under advice, total profits and percentage of recurring income.

The compilation of the list is undertaken by Citywire, a London-based financial publishing and information group who provide news, information and insight for professional advisers and investors globally. They also specialise in tracking the performance of fund managers. The New Model Adviser® Top 100 list is published online over 4 days in alphabetical order, and Jane Smith Financial Planning are at number 54.

To find out more,  click on the link below:

New model Adviser Top 100 List 2016