Lindsey Marriott
"Nicola really understood where we were in our life and spoke our language."
Why us?
We continue to raise the bar
We’ve been working hard since 1994 to build a name for excellence in the profession, and it’s safe to say that we’ve achieved that – view our awards and accreditations to see for yourself!
However, technical ability alone is not enough. We build long-term working relationships with you by being a friendly and approachable team that people genuinely want to open up to and spend time with.
We’re definitely no strangers to winning awards
This is who we are, and this is what sets us apart from the competition
Lifestyle rather than finances
We’re all about providing freedom to make the big decisions you need to get to where you want to be.
An independent firm
Our independence allows us to offer unbiased advice and tailor our recommendations to you.
Chartered and Accredited
These gold standards of our profession acknowledge our expertise and professionalism within the field.
Female-orientated team
As a predominantly female team, we’re proud to be part of the Women in Finance Charter – supporting women to pursue a career in financial services.
Strong morals and values
You can expect a level of service, care and empathy that only a boutique financial planning firm with strong values can provide.
Highly qualified team
We’ve received a raft of recognition for having the knowledge, skills and experience to deliver a first-class service.
Here for the long run
As our team has grown, so have our clients – many have stayed with us through generations.
Truly personal service
We will listen to the ins and outs of your life to ensure we make the right decisions for your specific circumstances.
Utilise modern technology
To make the process efficient, we do everything electronically. If you’re not IT savvy, we’ll find an alternative.
Jo Owen
Lindsey Marriott
Steve and Amanda Atkinson
Mark and Alison Chamberlain
What our clients say
We’re a VouchedFor Top Rated Firm
We have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times.
VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We are delighted to have been included.
Even better, we are Buckinghamshire’s only Top Rated, Chartered and Accredited Firm.
Tell us what you want out of life, and let’s see how we can make it happen
Start a conversation with the team today. It could be the start of something wonderful.
© 2023 Jane Smith Financial Planning Limited. All Rights Reserved.
Jane Smith Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
FCA Number 212859. Registered in England and Wales. Registered number 4371002.
Registered Office: 7 Osier Way, Olney Office Park, Olney, Buckinghamshire, MK46 5FP.
The Financial Ombudsman Service (FOS) is an agency for arbitrating unresolved complaints between regulated firms and their clients. Full details are available here.
Production
