Updates

Reflection – saying farewell to 2018

As this is our last newsletter for 2018, it feels appropriate to briefly reflect on a few key changes we have seen over the last year. The biggest thing to mention is obviously the team! Clare, Michael and Hannah all joined us this year and are now firmly settled… Read More

Warner Edwards Gin Tour

In October we took a group of clients to the award-winning Warner Edwards Gin Distillery in the village of Harrington. There are only three businesses in the village, all within walking distance of each other – the gin distillery, The Tollemarch Arms (“The Tolly”) – a perfect country pub and… Read More

BS8577 Certification

We have to admit, we are feeling a little bit pleased with ourselves about this! You may have already seen on social media, at the end of October we were officially awarded BS8577 Certification. You’d be forgiven for assuming it’s just another qualification. But, it is not. This is a… Read More

Reassurance on investments

We’ve spoken with a few of our clients recently who, after a prolonged period of really rather good returns, have noticed either a lack of growth on their investment or even, more worryingly for them, a drop in their investment. The most important thing we can say is please don’t… Read More

October’s Budget

This was an interesting one, in the fact that it was a bit of a non-event. We were all waiting for the big changes that were predicted and actually it all fell a bit flat. The main changes to mention are: From April 2019, you can earn up to £12,500… Read More

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

Never too old to learn

It’s that time of year when students are getting ready to go to university for the first time or returning to complete their studies. But if you are thinking about continuing with your own path of learning, it’s important to know that it’s never too late to learn something new. 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
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