How financial planning can support your mental wellbeing

by Jane Smith • Thursday, 14th October 2021 • Blog posts, Financial Planning

For many people, mental wellbeing is tied to having a clear sense of purpose, a good quality of life, and a secure living environment. It’s very common for your mental health to take a hit when you experience significant life changes, periods of transition, and disruption. This could include the… Read More

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’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 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

Accidental savers and the roadmap out of Lockdown

by Amy Nechat • Thursday, 1st April 2021 • Blog posts, Financial Planning

For many, there has been a massive negative financial impact of the COVID-19 pandemic. Claims for benefits have increased, millions have been furloughed or lost their jobs. Elsewhere, others have found themselves ineligible for the various support schemes. However, I read with interest a recent LCP report regarding Britain’s… Read More