COVID-19 – Business changes

We are here for you We are in uncertain times, but you can be certain that we are here for you. We will continue with “business as usual”, just with an altered format. Our priority is the safety of you, our clients, ourselves, any visitors and all our families. With… Read More

Harrold Pit Run 2020

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 25th April 2020,  the run provides a great day for villagers and visitors alike, and helps raise money for village charities via runner… Read More

Have you got a plan?

“For the first time ever, I feel confident that I am well on the way to being able to provide for myself and my family well into old age!” Does this recent comment from one of our new clients resonate with you? Have you got a plan? Do you know… Read More

A day in the life of ….. Amy

Amy Nechat – Client Services & Marketing Assistant My day starts fairly early, with the alarm going off at 5:30am. Then it’s the usual getting ready, micro-managing an 11 year old to get her out the door with her bag, lunch and sometimes a flute, all whilst trying to keep… Read More

Awards and Accreditations!

There are only 69 firms in the UK with CISI Accredited Financial Planning Firm status and we are now one of them! This means a lot to us as a company, as it is recognition that we are a leader in the financial planning profession, we put our clients at… Read More