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 matters most to our clients?

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

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

Why we nag!

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

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

We’re celebrating!

We’re celebrating! We’re delighted to share that we’ve been awarded ‘Excellence in Client Service’ from International Adviser Best Practice Awards 2020! This time last year we celebrated winning ‘Best Adviser Support Team’, International Adviser Best Practice Awards 2019, so to win again is fantastic. The judges commented that Jane Smith… Read More
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