Charity event

Every year we complete an event to raise money for charity and this year is no different. In our November newsletter we asked you for nominations of which charity you would like to see us fundraise for. We’re happy to announce (drumroll please!) the charity chosen is The British… Read More

Spotlight on ….. Emma B

Emma B joined us at the beginning of April and delved straight in to working on research and writing plans. Technical Assistant – how did that happen? Since leaving school, I have always worked in Financial Services. I’ve worked previously as an adviser, but over time it has become clear… Read More

Spotlight on ….. Clare

Clare joined us in January 2018 as our Technical Assistant and quickly became the ‘go to’ for technical questions. Technical Assistant – how did that happen? I started in financial services around 11 years ago in an administrative position for an independent financial adviser. This quickly led to a junior… Read More

What’s been happening? – May 2019

The most important thing that happened in April was obviously Poppy’s birthday, it’s not every day you turn 6! We shared pictures of her showing off her new collar on social media but in case you missed it or aren’t following us (yet?!) here they are again.   We’re… Read More

Harrold Pit Run

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 15th June 2019,  the run provides a great day for villagers and visitors alike, and helps raise money for village charities via runner… Read More

Nicola in the press

It’s always a compliment to be asked to give your opinion on a subject that is of interest to you or to be recognised as a subject matter expert. Over the last few months we are delighted that Nicola has been under the press spotlight or investment specialist websites on… Read More

Beware of scams!

You may have heard about being aware of fake HMRC websites and emails supposedly from them – in fact you’ve probably had more than one email, we certainly have! If this is news to you, we wouldn’t want you to be caught out. A little while ago Roger Eddowes… Read More

Spotlight on …… Amy

We thought it was high time you got to know the team better. We’re introducing a new feature in our newsletters so you can get to know us and what makes us tick….introducing Amy Nechat, better known to you as our Client Services Assistant. Client Services Assistant – how did… Read More

What have we been up to?

Nicola, Clare and Michael are all hitting the books as it’s exam time for them. Nicola and Clare are taking AF1 and JO2 which are all about personal tax and trusts. Don’t worry, we know Nicola has been talking to you about these things for years and she does already… Read More

Spring Statement

In another week dominated by Brexit, the 13th March saw Chancellor Philip Hammond’s Spring Statement arrive without the usual fanfare, though it made repeated mentions of the dangers of a no-deal outcome. The Chancellor warned that a no-deal Brexit would make the economy smaller and weaker, with higher prices for… Read More