Amy Nechat, Author at Jane Smith Financial Planning

How do we protect ourselves against hackers?

by Amy Nechat • Thursday, 5th August 2021 • Blog posts

Last week we received an email from one of our clients, but eagle-eyed Amy had an inkling that it didn’t sound quite like her. On calling to check, the client confirmed that her email had indeed been hacked and that neither she nor her email provider could access her emails. Read More

What matters most to our clients? A personalised financial plan

by Amy Nechat • Thursday, 22nd July 2021 • What Matters Most

As those of you who have been following this series will know, empathy, peace of mind, consistency and continuity are at the top of the list of things that clients value about working with the team at Jane Smith Financial Planning. In this instalment of our series about what… Read More

What’s been going on at Jane Smith Financial Planning?

by Amy Nechat • Friday, 9th July 2021 • Blog posts, What we've been up to

Nothing ever stands still long for the team here. There’s plenty to update you on following several busy weeks. Videos coming It’s a well-known fact that prospective clients like to hear what current clients have to say about working with a company. It can help them make a decision about… Read More

What matters most? Where consistency and continuity fit in

by Amy Nechat • Friday, 25th June 2021 • Blog posts, Financial Planning, What Matters Most

Continuing our series on what our clients value most about working with Jane Smith Financial Planning, this time we’re focusing on consistency and continuity. In the survey completed by our clients last year, this came third on their list, behind empathy in first place and peace of mind as the… Read More

Listening to what our clients have to say – the results of our client survey

by Amy Nechat • Friday, 11th June 2021 • Blog posts, Financial Planning

We believe that the only opinion that matters is that of our clients. In our efforts to continually improve the services we offer, our clients’ feedback helps us to identify which areas we’re doing well in, but also where we might be able to improve. Although we have always asked… Read More

Providing complete peace of mind

by Amy Nechat • Friday, 28th May 2021 • Blog posts, Financial Planning, What Matters Most

Last July, we asked our clients to take part in a survey to confirm what they value most about working with the team here at Jane Smith Financial Planning. This year, I’m writing a series of articles, revisiting the results of that survey. Last month I wrote about the value… Read More

The value of planning

by Amy Nechat • Friday, 14th May 2021 • Blog posts, Financial Planning

I recently read a very lengthy report regarding fair fees in financial planning, comparing the pros and cons of various charging structures. When looking at the various options; hourly fees, fixed fees, percentage-based fees, it’s clear that each has its benefits and pitfalls and where on the scale that fits… Read More

What we find rewarding about working at JSFP

by Amy Nechat • Thursday, 6th May 2021 • Spotlight on staff

At the heart of everything we do at Jane Smith Financial Planning is a strong set of family values. We take great pride in working for the best possible outcomes for our clients, and making a real difference to their financial security in the future. But that’s… Read More

What matters most to our clients?

by Amy Nechat • Friday, 30th April 2021 • Blog posts, Financial Planning, What Matters Most

Top of their list: Empathy In July 2020, we asked our clients to complete a survey to help us understand what they valued most about working with Jane Smith Financial Planning. Whilst we could have guessed at what these might be, we were thrilled that what we thought and what… Read More

What we’ve been up to

by Amy Nechat • Monday, 19th April 2021 • Blog posts, Financial Planning

It’s been a busy few weeks for the team at Jane Smith Financial Planning. The end of the tax year is always an extraordinarily busy time for us, as we get all those last-minute ISA and pension contributions in, but that’s not all that’s been keeping us occupied. A highlight… Read More

Cookie	Duration	Description
_GRECAPTCHA	5 months 27 days	This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Cookie	Duration	Description
_calendly_session	21 days	Calendly, a Meeting Schedulers, sets this cookie to allow the meeting scheduler to function within the website and to add events into the visitor’s calendar.
_gat	1 minute	This cookie is installed by Google Universal Analytics to restrain request rate and thus limit the collection of data on high traffic sites.

Cookie	Duration	Description
_ga	2 years	The _ga cookie, installed by Google Analytics, calculates visitor, session and campaign data and also keeps track of site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognize unique visitors.
_gid	1 day	Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website's performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously.
vuid	2 years	Vimeo installs this cookie to collect tracking information by setting a unique ID to embed videos to the website.

Updates

Keeping you in the loop