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Putting clients at the heart of financial planning

Financial planning is so much more than helping clients make sensible decisions about their money. At Jane Smith Financial Planning, we offer a highly personal, friendly and bespoke approach to our clients. Our job is to help you clearly visualise your future goals and desired lifestyle and develop and implement a plan so you can reach your financial goals as efficiently as possible. We help to answer the questions that really matter. When can I retire? Can I afford to help my children and grandchildren? I’ve got pensions and investments, but what does it all mean to me?

We know that our services have helped lots of our clients achieve their ideal financial future. But don’t take our word for it; here is a short case study from one of our very happy clients, Tim from Olney.

“I was five years away from potential retirement when I approached Nicola Watts from Jane Smith Financial Planning. I wanted to make sure that I could afford to retire and when, sort out a consolidation strategy for my pensions and set out a risk based investment strategy.

Nicola has a clear organised process which embraces the client and their requirements. It started with a thorough assessment of our current financial position, our lifestyle and future plans, goals and objectives and attitude to risk. She took time to ‘understand’ us.

From that flowed a clear strategy and financial roadmap, which allowed us to visualise the future and plans of the actions we needed to take to get us there. Throughout the subsequent years, Nicola has exhibited great empathy, excellent knowledge and above all put our requirements first, whilst acting in an extremely professional and trustworthy manner.

The financial roadmap prepared by Nicola has gradually allowed us to execute the plans step-by-step in the clear knowledge that this is a sensible, well thought out and personalised approach. Nicola and her team are very responsive and available and extremely professional and timely in their communications.”

For award-winning, quality financial planning and independent financial advice, get in touch and find out how our service can help you or someone you know.

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