Updates

Making sure financial plans stay on track

We review or check most things on an annual basis, our cars, teeth, insurances, memberships etc. Every year we meet with our clients to check that their financial plans are keeping up with changes in the financial and economic environment, as well as their changing needs and those of their… Read More

General Data Protection Regulation (GDPR) Update

General Data Protection Regulation, or GDPR, which comes into practice on 25th May 2018, will change how personal data can be used and will overhaul how we: Obtain your consent to hold your data and maintain its accuracy Process and handle your data Can be fined for data breaches or… Read More

Coffee morning for Toby’s Trust

We are delighted to announce that our annual coffee morning will take place on Friday 17th November 2017 from 9am at our offices. Once again we will have arts and crafts stalls for you to peruse and potentially buy some early Christmas presents, raffle tickets to purchase for some great… Read More

Client Event – Delapré Abbey

Earlier this week, we hosted the second of our summer events, entertaining 40 clients at an exclusive event at the newly refurbished and renovated Delapré Abbey. Set within the beautiful and varied landscape of Delapré Park in Northampton and not open to the public yet, we managed to secure… Read More

We’re going for it!

The team at Jane Smith Financial Planning team have committed to completing a team challenge to improve our health and wellbeing through increased physical activity and to raise some money for our chosen charity. 1,000 miles in 10 weeks So from this month, September 2017, we will kick off our… Read More

Client GDPR Update

General Data Protection Regulation, or GDPR, which comes into practice on 25th May 2018, will change how personal data can be used and will overhaul how we: Obtain your consent to hold your data and maintain its accuracy Process and handle your data Can be fined for data breaches or… Read More

Changes to state pension age

New plans announced in July mean that the rise in the pension age to 68 for men and women will now happen by 2039 (7 years earlier than planned), and will affect 5.8 million people aged between 39 and 47. What does this mean? The increase affects those born between… Read More
Loading...