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.

What have we been up to?

We spent a lot of time last year working on improving our systems and processes, then we looked up one day and realised, the office just wasn’t “Jane Smith” anymore. We rebranded in 2016 and spent a lot of time working on improving the business in 2017 and 2018, but the office hadn’t seen any real love since we moved in nearly ten years ago.

Fast forward a couple of months and we’ve made big changes. We’ve had new working items such as stands for our screens, which are not very exciting to most, but make a big difference to us. The office was painted over the Christmas break, replacing our standard magnolia with a lovely pale grey and even one wall painted in our teal colour; apparently it’s the new thing to have a feature wall!

We’ve also undergone an upgrade on our computer systems which led to a very interesting 2nd January getting to grips with the differences. We’re getting there though and we’re promising ourselves it will make things easier in the long run.

We’ve just had our mission statement painted onto the wall in our meeting room.  It may be cheesy and not the “done thing” to admit, but we love it! You won’t be able to miss it when you next pop in. It isn’t stopping there though, we still have more to come which we are just as excited about and we’ll keep you updated with the changes as they happen.

You might have seen we shared updates on our social media, but if you aren’t following us already, come and give us a like on Facebook, Twitter or Linkedin.