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.

Revealed: How to get to grips with Consumer Duty now

The Financial Conduct Authority’s (FCA) Consumer Duty comes into force on 31st July 2023, providing revised guidelines for firms in the financial services sector. Intended to set higher and clearer standards of consumer protection, the duty looks to address the continuing rise in “robo-advice”, the lingering after-effects of Covid –… Read More

Meet Thomas, our new trainee financial planner

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… Read More