Testimonials
We are very proud of the services we offer and many of our clients happy to talk about their experiences in dealing with us. Here are a few examples below:
"I approached Jane Smith Financial Planning Ltd to help plan my retirement income, sort out my pensions and set up investments to provide me with additional income. Their approach was so comprehensive, I now have a clear idea of what I intend to achieve, and how I am to afford it."
Mark Barnett - client since 1997
"When we purchased our last house we contacted Jane Smith Financial Planning Ltd because we were left overawed by the number of mortgages and products available. They took the time to understand exactly what we needed, not just then, but for the long-term. More importantly, they didn’t treat this as a one-off piece of advice – we are confident that the whole ‘package’ of recommendations regarding our life and critical illness protection, pensions and savings will ensure our long-term security."
Andrew Patterson - client since 2001
"Following my divorce, Jane Smith Financial Planning helped me to plan the best course of action by providing a Financial Plan that projected my income and expenditure, for several different scenarios. I was able to choose the path I preferred, including the purchase of my house and having my own pension and investments. More importantly, however, I now have the independence and understanding I need to run my own affairs."
Eileen Evans - client since 2002
"My mother had recently been admitted to a Residential Care Home as she was unable to look after herself fully at home. We found the costs involved staggering and we did not understand who paid for what. Jane was able to assist us in unravelling the options and benefits available from the Local Authority, and plan the funding of my mother's care. I found the service essential at this difficult and potentially expensive time."
Ann Murdoch - client since 2003
