We’re not sure what you’re saying…but keep talking!
It’s important to us as a business to understand where new clients come from. Obviously we do lots of activities – advertising, sponsorship, newsletters, events, networking, and so on that put us in front of potential new clients. However, some recent research that we have undertaken has proved to be… Read More
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
Financial planning – answering the questions that really matter
With the start of the new tax year, you may be thinking about what you can do to improve the tax efficiency of your investment portfolio, or reduce the amount of tax you pay during your lifetime or on death. If this sounds familiar, it could be time to consider… 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 Year – time for a more financially savvy you?
According to a recent poll reported on in The Independent, the average adult will shell out £4,600 on financial New Year’s resolutions such as conquering their debts or moving house. But 46% have already adopted a defeatist stance and admit they’re unlikely to achieve their aims because of a… Read More
Nicola’s expertise sought at Money Marketing in Focus
Nicola was delighted to be invited to form part of a panel at the annual Money Marketing in Focus conference on Wednesday 6 December 2017 at County Hall, London. Pensions specialist Money Marketing in Focus is an event for financial advisers and planners in the retirement market. The day consisted… Read More