Client duty of care

In July the FCA revealed new measures it will take to protect consumers and set out when and how the organisation will take action. Whilst we welcomed the Regulator’s ‘Approach to Consumers’ document, we can’t help but wonder what sort of company wouldn’t put their clients (and employees) at the… Read More

Putting clients at the heart of financial planning

Financial planning is so much more than helping clients make sensible decisions about their money. At Jane Smith Financial Planning, we offer a highly personal, friendly and bespoke approach to our clients. Our job is to help you clearly visualise your future goals and desired lifestyle and develop and implement… Read More

Stop messing with pension tax relief

I was delighted to be asked by Financial Planning Today to write a response to the continued changes to pension tax relief following a statement from Baroness Buscombe, a spokesman for the DWP, who said that the government intends to “examine the process for payment of pension’s tax relief.” In… Read More

New Technical Assistant joins the team

We are delighted to welcome Hannah Love to Jane Smith Financial Planning, having joined the team as Technical Assistant earlier this month. Hannah has worked in financial services since leaving school in 2013. She has an Award in Financial Administration and is currently studying towards the Certificate in Paraplanning.  She… Read More

Just flogging pensions is not enough!

I was delighted to be asked by Financial Planning Today to write a response to an article which appeared on their website following the results of a recent Aegon study. The study showed that 38% of respondents were not confident about their ability to retire comfortably and were unprepared in… Read More

Join the social media revolution

The growth of social media in recent years has been nothing short of phenomenal. As financial planners, who are regulated by the Financial Conduct Authority (FCA), we have to be very careful about what we say and share on these platforms. What makes us tick? However those people who engage… Read More

New Paraplanner joins our team

We are delighted to welcome Clare Lehman as our new Paraplanner. Clare joined the Jane Smith Financial Planning team this month, following the departure of Nick Robinson last year. Clare has worked in the financial services industry for 10 years and has successfully completed the Certificate in Paraplanning and Diploma… Read More