Updates

Join the social media revolution

The growth of social media in recent years has been nothing short of phenomenal. As financial planners, who are regulated by the Financial Conduct Authority (FCA), we have to be very careful about what we say and share on these platforms. What makes us tick? However those people who engage… Read More

Please support Our Cupcake Day

To support the Alzheimer’s Society, we are hosting a Cupcake Day on Thursday 14th June 2018 – please come along and join us. Not just cakes! The event will take place at our offices from 9.00am to 11.30am and as has become normal practice with our annual coffee… Read More

New Technical Assistant Joins Team

We are delighted to welcome Michael Bacon as our new Technical Assistant. Michael joined the Jane Smith Financial Planning team earlier this month, following the departure of Ellie Simmons. Michael has spent the past couple of years working in inventory management and stock accuracy within the supply chain sector and… Read More

VouchedFor – don’t forget to leave us a review!

VouchedFor is home to the UK’s most trusted advice. It’s an independent service that lets you find, rate and review professionals online. Jane Smith Financial Planning have been on the website since October last year and we are delighted with the reviews we have already received from some of our clients. Read More

Power of Attorney Refund Scheme

Last month, a power of attorney fee refund scheme was launched. The refunds are being offered to those who may have been charged more than was necessary to apply to register lasting or enduring powers of attorney between 1 April 2013 and 31 March 2017. With this likely to affect so… Read More

The Great Pit Run Bake Off Competition 2018

Once more Jane Smith Financial Planning will be sponsoring The Great Pit Run Bake Off Competition, which is part of the annual Harrold Pit Run. Held on Saturday 28 April 2018,  the run provides a great day for villagers and visitors alike, and helps raise money for village charities via runner… Read More

New Paraplanner joins our team

We are delighted to welcome Clare Lehman as our new Paraplanner. Clare joined the Jane Smith Financial Planning team this month, following the departure of Nick Robinson last year. Clare has worked in the financial services industry for 10 years and has successfully completed the Certificate in Paraplanning and Diploma… Read More
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