For over 30 Years Jan has provided a first class service to clients from her earlier days in London and later after moving to Bristol and starting her own firm. In 2010 she moved to Worcestershire where she works with clients with every day personal needs and in business and other professionals.
Jan believes that business is client-centred and, for that reason, is careful to maintain a client portfolio that enables her to provide the professional service that each demands and deserves.I am very motivated to invest ethically, and have found Jan very helpful and efficient and reliable. I imagine that.
Jan believes that business is client-centred and, for that reason, is careful to maintain a client portfolio that enables her to provide the professional service that each demands and deserves.I am very motivated to invest ethically, and have found Jan very helpful and efficient and reliable. I imagine that.
Services
Sometimes the reasons people do the jobs they do or hold certain views are intensely personal. That is the case with Jan, director, Jan Oliff Financial Planning. Like many advisers in the field, Jan has generated business through a genuine interest in helping others and aiming to create a better world.
When I became a founding member of Bristol Green Capital in 2007 that was the message from the Engineering and Scientific community. The world has shifted; every UK political party has been forced to say the right words on climate change, forced by public opinion, David Attenborough and Greta Thornburg.
It seems to me that anyone making investment decisions with an eye on future profit would base those decisions on the best information available and a vision of tomorrow. In terms of choosing a holiday, as an example, there is an expectation that, if you want to ski you go where snow can reasonably be expected.
Listening to the speech you could be forgiven for thinking there was nothing of interest to the Sustainable and Responsible Investment sector. There were, however, a few interesting announcements hidden away in the budget document itself. The following is a summary of those key points which may be of interest to UKSIF members.
She believes that she provides excellent value in terms of the amount and quality of advice given and the ongoing annual service that is so important. Your pensions and investments are invested after detailed discussion with you to provide outcomes that not only meet your own attitude to risk, but also your preferences of where and for what your money should be used.
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