What we’ve been up to

It’s been a busy few weeks for the team at Jane Smith Financial Planning. The end of the tax year is always an extraordinarily busy time for us, as we get all those last-minute ISA and pension contributions in, but that’s not all that’s been keeping us occupied.

A highlight has been publication of the 2021 Top Rated Adviser Guide in The Times.  It’s fabulous to be included and we’re particularly pleased, as it’s your feedback on the VouchedFor website that meant we were included. Thank you very much!

We welcome Leanne Carmedy to the team as our Business Manager. Leanne will support Nicola in running the business, covering everything from finances to compliance, looking after the team and reviewing our systems and processes. She brings with her a wealth of experience and we’re all very excited about working with her going forward.

In other news, we haven’t been sitting idle during Lockdown and I’m delighted to confirm that Hannah Love has passed the first of her assignments for the J09 Paraplanning qualification. With this and previous exams under her belt, she’s very nearly there in achieving her Level 4 Certificate in Paraplanning. Keep at it Hannah, we’re very proud of you.

On that note, it simply leaves me to thank you all for your continued support through these difficult times. As always, if you need anything from us, or have any queries, please just ask. We’ll hopefully look forward to seeing you in person again soon.

From Nicola and all the team at Jane Smith Financial Planning

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