Jane Newman Financial Planning
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Jane Newman Financial Planning
Searching for the right pension option? We can help you plan your savings for a long and happy retirement and when you reach retirement help you choose the right income option for you. If you are unsure how to save and invest for you and your family's future, we can help with tax efficient savings and provide ethical investment advice if needed.

Careful planning and expertise on how to protect your wealth against inheritance tax and strategic succession planning. Whether you're a first-time buyer, on the move or planning to re-mortgage, we can source the best mortgage option for you. Authentic, independent advice on a wide range of personal and business planning including life, critical illness and income protection.
Services
Everyone needs the long-term financial security of a pension and it is never too early or late to start planning for your retirement, whatever stage you are in your working life.

We will help you choose the right pension plan to meet your needs and advise on a realistic contribution strategy to ensure your pension income lasts for your lifetime and, if anything should happen to you, make sure your dependants receive your pension pot in a tax efficient way.
Whether you're seeking income or growth from your savings and investments, our team of independent financial advisers are here to help. Initial discussion, during which we will establish your attitude to risk and reward and your capacity for loss. This will help to ensure that the type of investment you are entering into meets your needs.
Choosing the right mortgage is one of the biggest decisions you will ever make, which is why you need assistance from a mortgage adviser with more than 20 years' experience of the sector. As independent whole of market independent advisers, we can provide advice on a wide range of products available to the intermediary market, sourced via online access to the UK's major market providers.
Life assurance and protection plans are vital if you have a mortgage, are employed or run your own business and whether or not you have dependents. Protection needs change throughout our lifetime and JNFP can offer clients across all age groups peace of mind that their loved ones will be looked after should the unexpected happen.
Protecting wealth against inheritance tax plays an important role in any long-term financial plan. JNFP offer independent, comprehensive advice on how to take advantage of the most tax-efficient and effective strategies to manage and protect your estate. We can help you use trusts to pass money to loved ones to remove some of your wealth from your inheritance tax bracket.
Reviews (7)
Nick L.
Nick L.
Feb 01, 2022
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Impressed by the quality of advice, which was clearly explained, as was risk exposure of a variety of investments. Not pushy. Extremely punctual with appointments. Definitely recommend.
Karen Powell
Karen Powell
Nov 19, 2021
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We are extremely pleased that Jane has been our IFA for over 10 years.
Whenever we meet with her, she explains our options clearly & deals with the relevant paperwork quickly & effectively.
Following receipt of inheritance monies, Jane recommended several investments for us, all of which have increased in value considerably after only a few months!
In our opinion, the friendly & efficient service offered by Jane & her staff could not be bettered.
Okodede Innocent
Okodede Innocent
Sep 26, 2021
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Excellent service from Mrs Brenda William, Brenda dealt with everything for my bitcoin Investment and ensured all my withdrawal were quick and efficient. Would highly recommend Brenda William to everyone who is having difficulty trading or have been scammed before like myself. contact her now through this. Email:brendawilliam784@gmail.com WhatsApp: +1 (805) 491-5639
Jennie Hunt
Jennie Hunt
Aug 23, 2019
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Jane has provided us with a fantastic service, taking the stress out of seeking out our remortgage. Jane has found the best mortgage for us and ensured we have absolutely everything needed, meaning the whole process went smoothly and as quickly as possible. We would definitely recommend.
Sam Taylor
Sam Taylor
Aug 28, 2018
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Very happy with the excellent service received from Jane Newman FP. Jane, and her staff, were very helpful and always proactive. Will be using again and will recommend to friends.
Jayne Grainger
Jayne Grainger
Aug 22, 2018
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Great professional financial advice - which has given us options to change both our lives. Now enjoying the results! Thx Jane.
Julian Powell
Julian Powell
Aug 06, 2016
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I would recommend Jane & her team without hesitation. Terrific service - took time to understand our requirements & gave us assured, competent advice. Very pleased! I referred Jane Newman to my mother who also us now using her!