Qualifications and awards

Our proudest achievements

We hope that as soon as you meet us, you’ll get the feeling that we’re well qualified to handle your financial planning. But we also think it’s important for you to see all of our qualifications and accreditations in black and white. For us, it’s something that we’re really proud of. For you, it’s added peace of mind that you’re in safe hands.

 

Chartered Financial Planning Firm

We’ve been awarded Corporate Chartered status by the Chartered Insurance Institute. It shows that we’re publicly committed to a customer-first approach and values that align with a professional Code of Ethics. It also means we’ll provide solutions relevant to your needs, while maintaining our knowledge through qualifications and ongoing professional development.

Accredited Financial Planning Firm

Accreditation is awarded by the Chartered Institute of Securities & Investment and is formal recognition of our commitment to the highest ethical and professional standards in financial planning for our clients. It also shows that we provide a full Financial Planning service that encompasses cashflow modelling as standard, a clearly communicated proposition and adheres to the CISI’s Code of Conduct.

Cyber Essentials

We take cyber security and client data confidentiality extremely seriously. Cyber Essentials is a government-backed scheme to help businesses improve their defences and demonstrate a commitment to cyber security. This certification addresses protection against hacking, phishing and password guessing.

Women in Finance Charter

Jane Smith Financial Planning is proud to support the Women in Finance Charter.

For more information on how we do this, please click here. Or you can find more information on the Women in Finance Charter here.

New Model Adviser Top 100 List

We’re proud to have made the New Model Adviser Top 100 UK Adviser list for the past five years. The award recognises outstanding achievements and prominent leaders in the UK financial planning profession.

CISI David Norton Building Excellence Award 2019 – Highly Commended

We were delighted to have been Highly Commended for the CISI David Norton Building Excellence Award 2019. This award believes a firm must show great ambition and vision for their business and provide quality advice and an excellent service to their clients. Although we didn’t win the award, to be Highly Commended is a fantastic accolade we’re extremely proud of.

Best Adviser Support Team – International Adviser Best Practice Adviser Awards 2019

We recognise the importance of having a highly qualified and committed team behind the scenes, so we’re proud to have won the award for the Best Adviser Support Team 2019. The award firmly reflects our team’s commitment, hard work and passion to provide the best possible service and outcomes for our clients.

Excellence in Client Service – International Adviser Best Practice Adviser Awards 2020

Following on from our win in 2019 at the International Adviser Best Practice Awards for Best Adviser Support Team, we’re extremely proud to win the award for Excellence in Client Service in 2020. This award is testament to the team’s hard work, passion and commitment to delivering the very best service to our clients.

Chartered Financial Planner

Not only does the firm hold Chartered Financial Planner status, but director Nicola Watts is also a Chartered Financial Planner in her own right. Chartered status is the gold standard and only awarded to professionals who have studied for the Advanced Diploma in Financial Planning (APFS) and have at least five years’ industry experience.

Certified Financial Planner™

The Certified Financial Planner™ (CFP) certification is the only globally recognised mark of professionalism for Financial Planners. CFP professionals are qualified at a level well above the minimum regulatory requirement. In the UK there are many thousands of advisers, but only around a thousand of them carry the CFP mark.

International Standard 22222

Our director, Nicola Watts, achieved the ISO 22222 accreditation in early 2019 (the only international standard for financial planning). It’s an internationally agreed benchmark that assesses and awards financial planners who can demonstrate they have the knowledge, skills, experience and ethical values to deliver a first-class service to their clients.

As one of only a handful of financial planners to hold this accreditation in the UK, it shows Nicola’s true standing in this field.

VouchedFor

VouchedFor is the UK’s leading review site for Financial Advisers. Clients can complete independent reviews based on their work with the adviser. Nicola is proud to have been highly rated by the clients we have worked with and their reviews reflect our commitment to providing our clients with the highest level of service.

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