Jane Smith Financial Planning

About Jane Smith Financial Planning.... 

Jane Smith Financial Planning is a family business providing specialist advice to a wide range of clients since 1992. In 2000, Jane’s daughter, Nicola Watts, joined the company to act as an additional financial planner to support the growing business.

Over the years the business has gained experience in providing sound financial planning advice to both private clients and small businesses. Jane Smith Financial Planning offers a very personal, bespoke service for clients throughout their financial lives. It is now based in modern offices in Olney, Buckinghamshire.

Case studies:

"I approached Jane Smith Financial Planning Ltd to help plan my retirement income, sort out my pensions and set up investments to provide me with additional income. Their approach was so comprehensive, I now have a clear idea of what I intend to achieve, and how I am to afford it."

Mark Barnett - client since 1997

"Following my divorce, Jane Smith Financial Planning helped me to plan the best course of action by providing a Financial Plan that projected my income and expenditure, for several different scenarios. I was able to choose the path I preferred, including the purchase of my house and having my own pension and investments. More importantly, however, I now have the independence and understanding I need to run my own affairs."

Eileen Evans - client since 2002

"My mother had recently been admitted to a Residential Care Home as she was unable to look after herself fully at home. We found the costs involved staggering and we did not understand who paid for what. Jane was able to assist us in unravelling the options and benefits available from the Local Authority, and plan the funding of my mother's care. I found the service essential at this difficult and potentially expensive time."

Ann Murdoch - client since 2003