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.

Nicola in the press

If you’re a reader of The Times, you may have seen a familiar face pop up once or twice recently. Nicola was included in VouchedFor’s Top Rated Financial Adviser Guide in The Times, and again in an article about why women might seek out a female adviser in The… Read More

Changing priorities in a post-Covid world

There’s no doubt that the last two years have given many people time and opportunity to reassess their priorities and consider how they want to spend the rest of their lives, which often begins with thinking about moving into retirement. The pandemic forced us to bring work into our homes,… Read More

Key points from the 2022 Spring Statement

As the day broke with news that UK inflation had reached a new high of 6.2%, Chancellor Rishi Sunak’s Spring ‘mini-Budget’ was expected to focus on the cost-of-living crisis – and it did. Leading with a pledge of further support for Ukraine and “unprecedented” sanctions on Russia, Sunak vowed to… Read More

Spotlight on Leanne, our Business Manager

We may only be a small team, but that doesn’t make us any less mighty. We are so lucky to have an amazing close-knit group of women who all have the same goal: to deliver first-class customer service to all who come to Jane Smith Financial Planning. Today it’s… Read More

Award success – BS ISO22222

It gives us great pleasure to confirm that Nicola has once more successfully been awarded ISO 22222 Personal Financial Planning. This is an internationally agreed benchmark. It assesses and awards financial planners who can demonstrate that they have the knowledge skills, experience and ethical values to deliver a first-class service… Read More

Top Tips for the End of the Tax year

It’s always important to understand exactly where you are and what your financial position is. But as we approach the end of the tax year, it’s an especially good time to make sure that you have made the most of the allowances available to you. Here are some of the… Read More

New year, new money habits

The new year can be a great time to re-think how you manage your finances, creating new habits to help you be financially better off. That might be better off in terms of pounds and pence, but more importantly, you will feel like you’re in greater control, have greater confidence… Read More
Loading...