“Sometimes it’s the journey that teaches you a lot about the destination.” Drake
“You are never too old to set another goal or dream
a new dream.” C.S. Lewis
“It's impossible to map out a route to your destination if you don't know where you're starting from.” Suze Orman
“People will forget what you said. They will forget what you did. But they will never forget how you made them feel.” Maya Angelou
What do you look for when you choose a financial planner? Someone you can trust? Someone who understands your objectives? Someone who has a good knowledge of all the options available for your financial future?
Well, at Jane Smith Financial Planning, we’ve been providing financial advice and IFA services to the residents of Olney, Milton Keynes, Buckinghamshire and beyond since the practice was first established by Jane Smith herself in 1994.
Nicola Watts, her daughter, joined the family business in 2000 and has been a director since 2006, taking on sole responsibility for the management of the firm when her mother retired. Family values are therefore very much at the heart of the business. Nicola is supported by a highly trained and well qualified team.
We offer a highly personal approach to all our clients, helping them focus on their financial future. We’re known for being friendly and approachable while at the same time offering a professional and knowledgeable financial planning service. We will work in partnership with you to help you set goals and, wherever possible, achieve them!
Most of our clients are well established professionals who come to us at a point in life when priorities are starting to change; children may be approaching further education or have already flown the nest and thoughts of exploring new options, including retirement, are beginning to sound attractive. It’s never too late to start some practical financial planning.
To help you decide if our services are for you, we have prepared some short case studies which address some common questions and demonstrate how we work with our clients to help them achieve their financial objectives. If you’d like to find out more, do get in touch.
Welcome to our newsroom, this is where you can keep up to date with all our latest news and activities. You’ll find it packed full of articles and blogs, which we trust will prove a useful resource.