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.

We’re celebrating!

We’re celebrating!

We’re delighted to share that we’ve been awarded ‘Excellence in Client Service’ from International Adviser Best Practice Awards 2020!

This time last year we celebrated winning ‘Best Adviser Support Team’, International Adviser Best Practice Awards 2019, so to win again is fantastic.

The judges commented that Jane Smith Financial Planning has “a straight talking, jargon free approach that segments clients and engages them in the financial planning process. Refreshing, very client centric and superbly tailored to the needs of different client groups.”

We pride ourselves on our client service and to have this recognised makes us very proud.