Updates

Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

The Importance of Chartered

by Amy Nechat • Friday, 7th August 2020 • Blog posts, Financial Planning
The Importance of Chartered Here at Jane Smith Financial Planning, we’re very proud to hold Chartered Financial Planner status.  The exciting news is that July marked the start of our fifth year holding this accreditation, what’s often referred to as the “gold standard” in our profession. But, why is it… Read More

Advice vs Planning

by Amy Nechat • Friday, 24th July 2020 • Blog posts, Financial Planning
It’s often thought that the job titles of Financial Adviser and Financial Planner are one and the same. Often when I meet new people, they ask what I do. When I explain that I’m a Financial Planner, they might comment “Oh, I work with someone like you; so and so… Read More

VouchedFor

by Amy Nechat • Friday, 24th July 2020 • Blog posts, Financial Planning
VouchedFor is an online directory, listing financial planners and advisers in your local area. To provide a true reflection of the service they offer, firms are rated by their clients. A while ago we asked you to complete reviews and since then we have asked you to update these reviews… Read More

Can I still make a Will despite Lockdown?

by Amy Nechat • Friday, 24th July 2020 • Blog posts
Guest Blog – Matt Parr from Shakespeare Martineau Making a Will is important and so solicitors who prepare Wills have been classified as key workers to enable us to continue offering our services to clients who need them. Now more than ever, ensuring their affairs are in order and… Read More

Trainee Paraplanner / Paraplanning Assistant

by Amy Nechat • Friday, 26th June 2020 • Office notices, Vacancies
Trainee Paraplanner / Paraplanning Assistant Location: Olney, Milton Keynes Salary: £22,000 – £30,000, dependent on experience Job Type: Full Time, Permanent About the Company: We are a successful and award winning financial planning firm, based in Olney, Milton Keynes, looking to recruit an enthusiastic, driven, extremely organised… Read More

Scams and staying secure

by Amy Nechat • Thursday, 18th June 2020 • Blog posts, Financial Planning
Although an ever-increasing problem, the threat of financial scams has been particularly high on the news agenda in recent weeks: According to a new report from Canada Life, 5.2 million people had been victims of financial scams or knew a victim since the Coronovirus outbreak started. Research from pension consultants… Read More
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