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.

What’s been happening? – May 2019

The most important thing that happened in April was obviously Poppy’s birthday, it’s not every day you turn 6! We shared pictures of her showing off her new collar on social media but in case you missed it or aren’t following us (yet?!) here they are again.   We’re… Read More

Harrold Pit Run

Once more Jane Smith Financial Planning will be sponsoring The Great Pit Run Bake Off Competition, which is part of the annual Harrold Pit Run. Held on Saturday 15th June 2019,  the run provides a great day for villagers and visitors alike, and helps raise money for village charities via runner… Read More

Nicola in the press

It’s always a compliment to be asked to give your opinion on a subject that is of interest to you or to be recognised as a subject matter expert. Over the last few months we are delighted that Nicola has been under the press spotlight or investment specialist websites on… Read More

Beware of scams!

You may have heard about being aware of fake HMRC websites and emails supposedly from them – in fact you’ve probably had more than one email, we certainly have! If this is news to you, we wouldn’t want you to be caught out. A little while ago Roger Eddowes… Read More

Spotlight on …… Amy

We thought it was high time you got to know the team better. We’re introducing a new feature in our newsletters so you can get to know us and what makes us tick….introducing Amy Nechat, better known to you as our Client Services Assistant. Client Services Assistant – how did… Read More

What have we been up to?

Nicola, Clare and Michael are all hitting the books as it’s exam time for them. Nicola and Clare are taking AF1 and JO2 which are all about personal tax and trusts. Don’t worry, we know Nicola has been talking to you about these things for years and she does already… Read More

Spring Statement

In another week dominated by Brexit, the 13th March saw Chancellor Philip Hammond’s Spring Statement arrive without the usual fanfare, though it made repeated mentions of the dangers of a no-deal outcome. The Chancellor warned that a no-deal Brexit would make the economy smaller and weaker, with higher prices for… Read More

Office closure – 29th March 2019

In recent communications, we’ve mentioned some of the changes that have already happened in our office, and that there is more to come. To support the updates we are making to our environment, we need to close the office on the 29th March for the day. This is to allow… Read More

New Year’s resolutions

Have you made any new year resolutions? It’s a question that tends to divide people as, for some, it’s the first goal they set of the year and will continue to set (and hopefully achieve) throughout the year. For others, it’s a precursor to failure and so they choose instead… Read More
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