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.

Professional Adviser Awards 2017

More than 200 firms entered the Professional Adviser Awards 2017, which seek to showcase a firm’s financial advice, knowledge, skills and commitment to client care.

In November 2016, we found out that Jane Smith Financial Planning had been shortlisted for the Adviser Firm of the Year South East, because of our outstanding, client-focused and repeatable advice process. This was particularly gratifying for our dedicated team who put client care and quality tailored advice at the forefront of everything that we do.

The winners were revealed in February at a black-tie ceremony in London and whilst we did not win on this occasion, we were delighted to have made it to the shortlist and have our efforts recognised as one of the very best firms in a very competitively fought  geographic region.

The Professional Adviser Awards are now in their 12th year and seek to reward excellence – both within the financial advice community and also among the broader financial services sector.  And whilst we may not have been successful this year, we hope to have an opportunity to win in the future.