COVID-19 – Business changes
We are here for you We are in uncertain times, but you can be certain that we are here for you. We will continue with “business as usual”, just with an altered format. Our priority is the safety of you, our clients, ourselves, any visitors and all our families. With… Read More
4 steps to keeping track of your pension
A recent study has revealed the worrying statistic that over a fifth of all people with multiple pensions have lost track of at least one, with some admitting to have forgotten the details of all of them. With around two thirds of UK residents having more than one pension, this… Read More
The Marriage Allowance – could you save £250 a year in tax?
If you’re married or in a civil partnership, you may be entitled to up to £1,150 tax benefit called the Marriage Allowance, but many couples are still missing out! If you are a non-taxpayer, the Marriage Allowance lets you to transfer £1,250 (10%) of your Personal Allowance (the amount you can earn… Read More
Harrold Pit Run 2020
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 25th April 2020, the run provides a great day for villagers and visitors alike, and helps raise money for village charities via runner… Read More
Why cash flow modelling is at the heart of our financial planning
The Jane Smith Financial Planning process ensures we take the time to get to know our clients. Only by understanding their objectives for themselves, their family and the wider community can we ensure that the financial planning they receive is structured efficiently to achieve their goals. A key part of… Read More
Have you got a plan?
“For the first time ever, I feel confident that I am well on the way to being able to provide for myself and my family well into old age!” Does this recent comment from one of our new clients resonate with you? Have you got a plan? Do you know… Read More
A day in the life of ….. Amy
Amy Nechat – Client Services & Marketing Assistant My day starts fairly early, with the alarm going off at 5:30am. Then it’s the usual getting ready, micro-managing an 11 year old to get her out the door with her bag, lunch and sometimes a flute, all whilst trying to keep… Read More
Awards and Accreditations!
There are only 69 firms in the UK with CISI Accredited Financial Planning Firm status and we are now one of them! This means a lot to us as a company, as it is recognition that we are a leader in the financial planning profession, we put our clients at… Read More
What we’ve been up to – January 2020
January is a hard month, I think most of you will agree. It’s the post-Christmas come down from having spent time with family and friends, time out from the usual day-to-day tasks and so much festive spirit – it’s always hard getting back to the normal routine. However, we had… Read More
Christmas is over, but that doesn’t mean the gifts need to stop!
HMRC have recently conducted a review of people’s gifting behaviour and the findings are surprising. There’s lots of interesting statistics about who is giving, to whom and how much. However, for me, the most interesting section of the report was where it highlighted that people’s knowledge of some areas… Read More