Updates

Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

It’s World Financial Planning Day!

This week marks Financial Planning Week in the UK, whilst today, 7th October 2020, is World Financial Planning Day. We’re proud to be supporting this initiative, sharing all sorts of useful content throughout the week. For those of you that are social media users, you’ll be able to follow our… Read More

What matters most

As financial planners we know how important it is to get to know you. It’s an ongoing mission to make sure we understand what you need from us now, as well as how your life may change in the future, so we can meet your requirements today and anticipate your… Read More

Did you know it’s Pension Awareness Week?

14th to 18th September 2020 I think one thing that many would agree on, is that the world of pensions is very complicated. How much to save? What options are available for saving? How do I take my pension? This week marks Pension Awareness Week, with 15th September being Pension… Read More

An update on the witnessing of wills

Matt Parr of Shakespeare Martineau was kind enough to write an article for our latest newsletter, summarising the importance of, but also how it’s still possible in the current climate to have both Wills and Lasting Power of Attorney drafted. Within a few days, showing how quickly things can change… Read More

The Importance of Chartered

The Importance of Chartered Here at Jane Smith Financial Planning, we’re very proud to hold Chartered Financial Planner status.  The exciting news is that July marked the start of our fifth year holding this accreditation, what’s often referred to as the “gold standard” in our profession. But, why is it… Read More

Advice vs Planning

It’s often thought that the job titles of Financial Adviser and Financial Planner are one and the same. Often when I meet new people, they ask what I do. When I explain that I’m a Financial Planner, they might comment “Oh, I work with someone like you; so and so… Read More
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