Jane Smith Financial Planning Limited

Winter Solstice: A Time for Reflection and Planning As we mark the Winter Solstice—the shortest day and longest night of the year—it’s a perfect moment to pause and reflect. Just as the days will soon grow brighter, your financial future can too with thoughtful planning and guidance. Whether you're preparing for retirement, saving for a big goal, or building a legacy, the right financial plan can illuminate your path forward. We're Chartered and Accredited and be happy to talk to you about your journey today. #WinterSolstice #FinancialPlanning #NewBeginnings #PlanForTheFuture

Your future is our purpose. Through understanding your journey, our planning gives you clarity, security and freedom. Why not contact us to see how we can help you. #financialplanning #financialfreedom #financialgoals #yourfuture

We won't ask you to sacrifice your valuable time to manage your finances. Instead, we'll handle the complex tasks for you, allowing you to continue enjoying life with the assurance that you have sufficient income to weather any fluctuations and that your investments are performing as intended. Need some advice with Retirement Income or Tax Planning ? Why not give us a call for a chat. 📞 01234 713131

Its time for our WOW of the Month for November. This month's award goes to our exceptional Business Manager, Leanne Carmedy! Team members nominated Leanne's achievement in earning her Diploma and also attaining Chartered Manager status too! Leanne's hard work and dedication are truly inspiring. Well done! #WOWoftheMonth #WOW #Achievement #Diploma #CharteredManager

We’re delighted to contribute to Harry’s Rainbow throughout the year via our client referral programme and this year we’ve supported the Charity by creating a special hamper for a family they support. The team came together to provide presents for the children, food and snacks for the family, and even covered the cost of a cinema trip for them all to enjoy! It’s a privilege to support such a wonderful cause helping to make an even bigger impact for bereaved children and their families. Check out some pictures of the gifts and hamper being received below. #HarrysRainbow #ClientReferralProgramme #CharityWork #FinancialPlanning #JaneSmithFinancialPlanning

We’re proud to be recognised! 🎉 It's the 10th year and we are thrilled to announce that Jane Smith Financial Planning has been named one of New Model Adviser’s Top 100 Firms for 2024! This prestigious accolade celebrates the outstanding achievements and leadership within the UK for our profession, and we’re delighted to be part of it once again. A massive thank you and well done to our incredible team for their hard work and dedication throughout 2024 – this recognition wouldn’t be possible without you. 💪✨ #Top100Firms #JaneSmithFinancialPlanning #NMATop100

🎄 Christmas Jumper Day! Our team joined in on Christmas Jumper Day today and had so much fun getting into the Christmas spirit with their festive outfits, favourite treats, and of course, our standout tree topper— our latest Top 100 certificate, marking 10 consecutive years of recognition! Our tree is beautifully decorated in teal and purple, representing our company colours, and it’s brought a festive sparkle to our office. What do you think of our tree and outfits? Let us know in the comments! 🎅🌟 #ChristmasTreeCompetition #ChristmasJumperDay #FestiveFun #SaveTheChildren #Top100Firms

Christmas is fast approaching, which means the time has come to eat and drink your way into the festive spirit, all in the name of research of course. ❄️ Mince pies, pigs in blankets, and mulled wine and cider will soon be on sale at Christmas markets, craft fairs, and artisan stalls across the country, including in Olney, Milton Keynes, and Buckinghamshire. 🎄 Click the link below to discover 5 local craft fairs and Christmas markets to visit now. 👇 https://lnkd.in/emgry5DR

What legacy will you leave behind after you die? 🤔 You may want to be remembered by the work you did or the relationships you made, but it's also important to consider the financial side of things. Making a will and updating it regularly can help you pass on as much wealth as possible to your loved ones. 💞 Click the link below to learn everything you need to know about leaving a legacy. 👇 https://lnkd.in/evUPcVvP

We’ve been working hard since 1994 to build a name for excellence in the profession, and it’s safe to say that we’ve achieved that – view our awards and accreditations to see for yourself! However, technical ability alone is not enough. We build long-term working relationships with you by being a friendly and approachable team that people genuinely want to open up to and spend time with. Want to discuss your financial future? Get in touch with our Chartered and Accredited Financial Planner today. Let's plan for a brighter tomorrow! #Chartered #Accredited #FinancialPlanning #Whyus