Chartered Financial Planning Firm
Corporate Chartered status is awarded by the Chartered Insurance Institute. We’re Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
When you deal with Jane Smith Financial Planning you can be assured of a certain level of competence and professionalism.
Why chose a Chartered firm? Click here to find out more.
Accredited Financial Planning Firm
Accreditation is awarded by the Chartered Institute of Securities & Investment. Becoming Accredited is formal recognition of Jane Smith Financial Planning demonstrating our commitment to the highest ethical and professional standards in Financial Planning for the benefit of the client. 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.
Pension Transfer Gold Standard
The Pension Transfer Gold Standard is a voluntary code of good conduct for Safeguarded and Defined Benefit Pension Transfers advice. At Jane Smith Financial Planning we are proud to adopt this standard, showing that we have your best interests at heart, adhere to good practice and employ ethical and professional standards when advising on whether or not you should transfer your pension.
For more information, please click here.
British Standard 8577
We have gained BS 8577, a British Standard Certification. This achievement was the culmination of two years of hard work from the whole team. The final assessment covered everything from our policies, to our compliance and to the client relationship management, ensuring commitment to some of the highest quality standards in the world. This is the only British Standard for financial planning and advice businesses and is held by just 30 firms in the UK. In fact, our auditor made the following comment:
“The business has clearly worked hard to implement best practice, embedding systems and procedures that have engendered a pro-active culture that’s now supporting both the internal team and external clients to be the best version of themselves.”
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 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.
For more information on the Women in Finance Charter, please click here.
New Model Adviser Top 100 List
Jane Smith Financial Planning is proud to have made the New Model Adviser Top 100 UK Adviser list for the past 5 years. The award recognises outstanding achievements and prominent leaders in the UK financial planning profession.
CISI David Norton Building Excellence award 2019
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. 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 continue to provide the best possible service and best possible outcomes for 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. The Chartered status is important in that it denotes a certain level of technical competence and professionalism and recognises Nicola’s qualifications.
Certified Finanical PlannerTM
The Certified Finanical PlannerTM (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 which carry the CFP mark.
For more information, please click here.
International Standard 22222
Financial planner, Nicola Watts, achieved the ISO 22222 accreditation in early 2019, one of only a small handful of financial planners to hold this accreditation in the UK. It is the only International Standard for providing financial planning. It is an internationally agreed benchmark that assesses and awards financial planners who can demonstrate that they have the knowledge, skills, experience and ethical values to deliver a first-class service to their clients.
VouchedFor is the UK’s leading review site for Financial Advisers. Clients are able to 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.