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

Charity coffee morning sets new record!

We’re delighted to confirm that thanks to the support of all those who attended our annual coffee morning on Friday 17th November, and to local businesses who donated some amazing raffle prizes, we raised a total of £533.30 for Toby’s Trust, which is more than last year. Thank you… Read More

Autumn Budget 2017- what it means for you!

Last Wednesday (22nd November) marked the first Autumn Budget by Chancellor of the Exchequer Philip Hammond. The Budget used to be in the Spring, (with Autumn Statements in November), but Mr Hammond announced last year he would instead deliver the Budget in the Autumn, giving MPs longer to scrutinise the… Read More

General Data Protection Regulation (GDPR) Update

General Data Protection Regulation, or GDPR, which comes into practice on 25th May 2018, will change how personal data can be used and will overhaul how we: Obtain your consent to hold your data and maintain its accuracy Process and handle your data Can be fined for data breaches or… Read More