Jane Smith Financial Planning Ltd is a firm of Independent Financial Planners, and our comprehensive financial planning service can help you prioritise what you want out of life for you and your family.
“I continue to value the balance between financial service and advice and the personal ‘family’ understanding” Mrs G, March 2010
A family-run business, we take the time to get to know you – your lifestyle as well as your hopes and aspirations for yourself and those closest to you. Then, before we do anything else, we map your current financial status so you can clearly see the impact of your priorities on the future of your finances.
We also look at the impact of a range of different scenarios to demonstrate the impact of loss of income through a range of causes. For more examples of these scenarios, click here.
Once we have understood your objectives, we develop a comprehensive Lifetime Financial Management Plan designed to achieve your goals, and set in place all the arrangements you need to turn your financial plan into a reality, which may include:
The process we use is based on principles established by the Institute of Financial Planning. Click here to visit their website and find out how professional financial planning can help you secure your future.
“It is beneficial to be reassured that our financial affairs are regulated far more efficiently than we would do” Mr & Mrs K, October 2008
If we should need to recommend any specific product, our independent status means we are not tied to any particular provider or limited product range. This means the advice you receive from Jane Smith Financial Planning Ltd gives you the most unbiased options available.