‘Providing lifetime financial planning to include purchasing your home, family protection, investments, inheritance tax and retirement planning’

Jane Smith Financial Planning Ltd is a family firm of Independent Financial Planners offering a comprehensive financial planning service.

We will assist you in prioritising what you hope to achieve in life, be that professionally, for yourself or for your family. Only then can we fully understand your hopes and aspirations, and the impact these will have on your financial future.

We will help you organise your arrangements and develop a comprehensive Financial Management Plan aimed at achieving all of your objectives. The process that we use is based on principles established by the Institute of Financial Planning. Click here to visit their website and find out how professional financial planning can help you.

If we should need to recommend any specific product, our independent status means we are not tied to any particular product provider or limited product range. This means you receive advice giving the most unbiased options available.

Jane Smith Financial Planning Ltd is authorised and regulated by the Financial Services Authority.

Registered Office Address: 7 Osier Way, Olney Office Park, Olney, Bucks, MK46 5FP.
Jane Smith Financial Planning Ltd registration number: 4371002
Registered in England and Wales.