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

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

Big Olney Bake Off 2018

The annual Big Olney Bake Off (BOBO) is on 8th September 2018 and is an essential part of The Big Olney Food Festival (BOFF). After another successful year in 2017, we are delighted to announce that once again we will be sponsoring and supporting the event. Great fun for people… Read More

Messing about on the river

In early July we took some of our clients on an evening’s river cruise on the John Bunyan Boat, which is manned and run by volunteers. We met and boarded our boat at Priory Marina, before skirting the Priory Country Park and nature reserves, turning into Cardington Lock and then… Read More

Alternative Ascot in aid of Willen Hospice

We thoroughly enjoyed hosting a table of some of our fabulous business introducers recently. Held in a marquee in Willen Hospice gardens, overlooking Willen Lake, we were delighted to be able to attend their hugely popular midsummer Ladies Day on Thursday 21 June 2018. During the afternoon, not only were… Read More

What does Chartered mean and why do we use it?

You may have heard of some financial firms being Chartered and wondered what it stands for. The general definition of a Chartered professional is ‘someone who has gained a specific level of skill or competence in a particular field of work, recognised by the award of a formal credential from… Read More