As a highly qualified financial planning service with family values, we’ve been helping clients achieve financial security for over 25 years. Founded in 1994 by Jane Smith, keeping our clients at the heart of what we do has been a long-standing tradition.
With this in mind, we take the time to get to know you – your lifestyle, as well as your hopes, fears, concerns and aspirations for yourself and those closest to you – before we give you any advice. Our vision is to provide meaningful and expert financial planning, so you can rest knowing that the future is secure for you and your family.
Most people that come to us for advice are well-established professionals who are at a point in life where things are starting to change. Children may be approaching further education, for example, or have already flown the nest, and thoughts of exploring new options – including retirement – are coming to the forefront. Alongside Nicola Watts, our Certified Financial Planner, is a team of highly-qualified and experienced women who all have the same vision – to help you find financial security.
We’re proud to be recognised by our industry peers – nationally and internationally – for exceptional service and professional excellence, including CISI accreditation, CII Corporate Chartered Status and inclusion as a New Model Adviser Top 100 Firm since 2016.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 7 Osier Way, Olney Office Park,united Kingdom
- Phone
- 123-471-3131
- in****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- janesmithfinancial.com
- Keywords
- Independent financial advice, Financial planning, Investments, Inheritance tax planning, Pensions, Protection, Cashflow modelling, Strategic financial planning.
- HQ
- Olney, Bucks
Jane Smith Financial Planning Limited Questions
Jane Smith Financial Planning Limited's helpline number is 123-471-3131
Jane Smith Financial Planning Limited's website is janesmithfinancial.com
Jane Smith Financial Planning Limited's LinkedIn profile is https://uk.linkedin.com/company/jane-smith-financial-planning-limited
Jane Smith Financial Planning Limited has
5 employees.
View email and phone details for 5
employees at Jane Smith Financial Planning Limited.
Jane Smith Financial Planning Limited's industry is
Financial Services
Jane Smith Financial Planning Limited's top competitors are
Jacksons: Meaningful Financial Planning,
Yellowtail Financial Planning,
Smith & Wardle Financial Planning,
Kdw Financial Planning,
Wealth Matters,
Fisher Investments,
Acumen Financial Planning,
Pelican Financial Planning,
Your Local Mortgage Expert,
Swann Financial.
Jane Smith Financial Planning Limited's support email address is info@janesmithfinancial.com
Jane Smith Financial Planning Limited's categories are Financial Services
Jane Smith Financial Planning Limited's founding year is 2002
