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

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

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

Ten key points from Rishi’s 2021 budget

by Amy Nechat • Friday, 19th March 2021 • Blog posts, Financial Planning

Nothing says ‘budget’ quite like the sight of the Chancellor of the Exchequer proudly holding aloft the iconic red box. This was never going to be an easy year to deliver a Budget. Fighting the pandemic has led to record levels of borrowing – an eye-watering £270bn which will need… Read More

Why we nag!

by Amy Nechat • Friday, 5th March 2021 • Blog posts, Financial Planning

We often joke that we’re a team of great “naggers” – not be confused with being old nags! We constantly “nag” our clients. Our tenacious style and excellent diary system makes sure that we always remind our clients about getting things done. But why? Why do we constantly remind our… Read More

Three reasons to refer to us

by Amy Nechat • Thursday, 18th February 2021 • Blog posts, Financial Planning

A recent Fidelity Adviser Pulse survey noted “new clients may be holding off seeking financial advice until life becomes like it once was”. The problem with that is that life is unlikely to be getting back to “like it once was” anytime soon. We’ve been working with a number of… Read More

Reasons to celebrate

by Amy Nechat • Wednesday, 3rd February 2021 • Blog posts, What we've been up to

As February starts, we say goodbye to January “lockdown”, and have to consider at least another month of tight measures. We can’t ignore the grim headline that the UK exceeded 100,000 deaths, nor can we forget their families and those who remain seriously ill. However, (as seems to be a… Read More