Nothing could have been done better. Everything about dealing with Jane Smith Financial Planning felt tailored to us. - Duncan and Lindsey. The service provided by all staff is excellent. Questions are answered very quickly and comments and advice are extremely helpful and always in a manner I can understand.
We're proud to be an independent family business. One that's been going for more than 25 years. Right from the start, our clients have felt at home with our friendly, straightforward approach. It's why they stay with us - often through generations. We're living proof that with a little expert help and guidance, planning your future doesn't have to be difficult.
We're proud to be an independent family business. One that's been going for more than 25 years. Right from the start, our clients have felt at home with our friendly, straightforward approach. It's why they stay with us - often through generations. We're living proof that with a little expert help and guidance, planning your future doesn't have to be difficult.
Services
We think we know why clients come to us and then stay. But just to be sure, we always make a point of asking them. We're pleased to say it's not only our knowledge and expertise that they value, or the peace of mind they get from what we do. It's also the way we take time to understand their own situation - in fact, the empathy we show to clients is the thing that they say means the most.
Life is complicated enough. So when it comes to financial planning, we like to keep things as simple as possible. We do that through a tried and tested four-step process that's easy to understand but rigorous enough to let us help you live your best life. This is all about getting to know you. We'll take time to understand your own unique situation.
If you're still earning, now's the time to generate as much wealth as possible for the years ahead. We'll show you how to invest wisely while making sure you're still able to do all the things that are important to you now, like paying for school fees, holidays or other big purchases. We'll also make sure you're using your tax allowances to full effect, to make your money go that little bit further.
For some, retirement means a slower pace of life; more time to see family or enjoy hobbies. But equally, retirement might mean travelling the world, taking a back seat in your business or even starting a new one! We're here to help you see all the possibilities and then help you plan for the retirement you've always wanted.
We understand you probably don't want to think about what happens after you've gone. But when you've worked hard for everything you've got, we think you should be able to pass it on to your nearest and dearest. With our help and some simple steps, you can protect your wealth and stop up to 40% of it disappearing in inheritance tax.
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