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.

An update on the witnessing of wills

Matt Parr of Shakespeare Martineau was kind enough to write an article for our latest newsletter, summarising the importance of, but also how it’s still possible in the current climate to have both Wills and Lasting Power of Attorney drafted. Within a few days, showing how quickly things can change… Read More

The Importance of Chartered

The Importance of Chartered Here at Jane Smith Financial Planning, we’re very proud to hold Chartered Financial Planner status.  The exciting news is that July marked the start of our fifth year holding this accreditation, what’s often referred to as the “gold standard” in our profession. But, why is it… Read More

Advice vs Planning

It’s often thought that the job titles of Financial Adviser and Financial Planner are one and the same. Often when I meet new people, they ask what I do. When I explain that I’m a Financial Planner, they might comment “Oh, I work with someone like you; so and so… Read More

VouchedFor

VouchedFor is an online directory, listing financial planners and advisers in your local area. To provide a true reflection of the service they offer, firms are rated by their clients. A while ago we asked you to complete reviews and since then we have asked you to update these reviews… Read More

Scams and staying secure

Although an ever-increasing problem, the threat of financial scams has been particularly high on the news agenda in recent weeks: According to a new report from Canada Life, 5.2 million people had been victims of financial scams or knew a victim since the Coronovirus outbreak started. Research from pension consultants… Read More
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