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.

Nicola in the press

It’s always a compliment to be asked to give your opinion on a subject that is of interest to you or to be recognised as a subject matter expert. Over the last few months we are delighted that Nicola has been under the press spotlight or investment specialist websites on several occasions and we would love to share a few examples with you.

You may not be aware, but she writes a monthly column in a trade press publication called Financial Planning Today. Over and above this column, we have seen Nicola’s words, thoughts and photograph in the likes of vanguard.co.uk website, New Model Adviser magazine, Money Marketing, This is Money website – the list goes on. We are very proud of Nicola and that the Jane Smith Financial Planning approach is being recognised and shared through these interviews.

Financial Planning Today

New Model Adviser cover story 


Money Marketing

This is money