History

Jane Smith Financial Planning has been providing specialist advice to a wide range of clients for nearly 20 years. Ours is very much a family firm, and Jane’s daughter Nicola joined as a financial planner in 2000 to support the growing business.

We have built a strong reputation for provision of sound financial planning advice tailored to the individual needs of both private individuals and small businesses. Our friendly, highly personal service, which aims to help clients plan their financial future, is at the heart of our success, and Jane Smith Financial Planning Ltd continues to grow through recommendation and referral.

“We enjoy our face-to-face meetings when required and appreciate the longstanding relationships and consistent, caring staff ethos” Mr & Mrs C, July 2010

We moved to new offices in Olney Business Park in 2009, where clients can discuss their financial planning in a clean, calm and comfortable environment, with plenty of free parking.

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