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 Paraplanner joins our team

We are delighted to welcome Clare Lehman as our new Paraplanner. Clare joined the Jane Smith Financial Planning team this month, following the departure of Nick Robinson last year.

Clare has worked in the financial services industry for 10 years and has successfully completed the Certificate in Paraplanning and Diploma in Regulated Financial Planning.  She is looking forward to studying for the Advanced Diploma in Financial Planning so that she can become a Chartered Financial Planner.

Clare lives in Milton Keynes with her husband and enjoys going to the theatre, reading and spending time with friends and family. She is looking forward to the new challenge and we hope you will join us in making her feel very welcome.