The top 10 pieces of feedback that have made us smile this year… so far

A close-up of a hand holding a pen, ticking off answers on a questionnaireYou might have recently read what our Accredited and Chartered status means for you, in which we shared some news about trainee financial adviser, Thomas.

A great example of Jane Smith Financial Planning’s commitment to staff development, Thomas added success in his “Discretionary Investment Management” exam to a series of recent awards, gained as part of his diploma in financial planning. Client administrator Roxanne also had some good news, receiving a distinction as part of her financial services apprenticeship.

Supporting our staff in their development is part of a wider commitment to providing great service and we always aim to put you, our client, first.

For evidence of this commitment, and its success, we look at the feedback we receive, and our Google reviews.

Here are 10 of our favourites from the year so far. Plus, why they matter so much to us, and why they should matter to you.

1. “Nicola’s knowledge, advice and support have been brilliant… Highly recommended!”

At Jane Smith, we understand the importance of getting to know you, whether as an individual or as part of a couple.

“Nicola and the team have been great in the way they have got to know us over the last 18 months.

“They worked with us to understand our goals, our risk appetite for investing, as well as how to make the most out of our pensions and savings to create a short-, medium-, and long-term roadmap to achieve the security we desired.”

We are in touch regularly, keeping our clients updated on progress. With our help, they now have complete confidence that they are on track towards their goals.

In fact, since beginning working with them, this couple have been so pleased with the service they received, they have recommended us to five of their friends and family.

2. “Guidance through the minefield that is investing”

Managing your wealth through the highs and lows of the economy over the last few years hasn’t been easy. And that’s exactly why we’re here.

Professional financial advice can help you to focus on your long-term goals, ignoring the noise of global events, from the coronavirus pandemic to war in Europe and political wrangling at home.

Our expertise and experience can make all the difference.

Get in touch now if you’d like us to help you navigate your investments, as we did for this client.

3. “A first-class service”

“From the outset, Nicola and her team gained a detailed understanding of me as a person, my financial situation and my retirement goals and aspirations. This enabled the development, agreement and implementation of a detailed and flexible plan aligned with my risk appetite which is regularly reviewed. A first-class service.”

At Jane Smith, we go the extra mile to understand you and your goals so that you feel comfortable and in control of your money. We then keep you regularly updated through thorough reviews and regular newsletters informing you of issues in the wider financial world.

When asked what we could have done better, this client answered, “Nothing I can think of.”

4. “We have been able to live the retirement we hoped for”

“Nicola has provided us with outstanding advice regarding our pensions. Nicola and the whole team are friendly, efficient and helpful. No question is considered stupid and all queries are responded to in a timely and efficient manner.

“We could not be happier with Jane Smith Financial Planning and would recommend their services to anyone looking for advice.”

After a long career working towards your retirement, you deserve to live the lifestyle you want, and we can help with that, as we did here.

5. “Professional advice that I knew I could trust”

Managing pension savings and investments can be difficult if you don’t have the necessary knowledge. Even harder is when the funds you want to invest are the result of an inheritance.

Larger sums of money mean that the ramifications of poor decisions can be longer-lasting and there are emotional factors to consider too.

Through advice you can trust, we can help you to manage your wealth in the way that works best for you.

We could even give you the confidence to retire early, as we did for this client.

6. “Helpful, available and trustworthy”

“I have been with Jane Smith Financial for longer than I can remember – at least 20 years. They have always been helpful, available and trustworthy and I totally recommend them if you are looking for both a full overview of your finances and more detailed advice on individual matters.”

This individual felt that they were “completely useless” at managing their financial affairs and in need of guidance, but sometimes, just talking to Jane Smith Financial Planning can help.

We can keep you organised and looking to the future, giving you a sense of control over your long-term plans.

7. “Exceptionally helpful, going above and beyond to help us”

A two-way dialogue is key to any successful relationship so it’s great that “communication has been excellent” throughout our association with this client.

We hold regular face-to-face meetings so you can be confident we’ll always be on hand, whether you have a sudden change in circumstances or just need a reassuring word.

8. “Nicola’s advice is always level-headed, sound and reassuring”

At Jane Smith, we appreciate that you’ll only feel confident and in control if you fully understand the advice we’re giving you.

For that reason, we’ll speak plainly, with no jargon, and explain anything you don’t understand.

It’s vital that we’re all on the same page if you’re going to feel secure and positive about your financial future and retirement.

9. “Very down to earth, [Nicola] takes a practical view of each client’s situation”

Even if you feel comfortable with your pension and ISA investments, there might be areas of your finances that you are less sure about.

Inheritance Tax and estate planning is a crucial part of your long-term plan and it isn’t something to consider only in later life.

We can help you to think about your legacy from the outset. This ensures you can live the life you want now, safe in the knowledge that your loved ones will be looked after once you are gone.

10. “I am confident my finances are in good hands”

“We have been clients for several years and our investment has grown through using Jane Smith FP.”

The current financial climate might be tough, but through jargon-free advice and a determination to get to know all of our clients as individuals, we can help you to give you the confidence that you’ll see the best possible outcomes.

Get in touch

We’d like to thank everyone who has taken the time to leave a review.

If you would like to discuss how we can help you achieve your financial dreams, please contact us on info@janesmithfinancial.com or call 01234 713131.

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