Jane Smith Financial Planning

Jane Smith Financial Planning Jane Smith Financial Planning Ltd is a small, independent financial planning firm, passionate about

Our key services are:
• Financial Planning
• Investment Planning
• Retirement Planning
• Inheritance Planning

Founded in 1994 by Jane Smith, keeping our clients at the heart of what we do has been a long-standing tradition. 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

. These early discussions help us understand which of our services we should recommend and are the beginnings of a working relationship with our clients that often continue for many years. We find that most of our clients take time to plan for major purchases in their life, like holidays and university fees, but often have forgotten to take the steps to plan long term financial security and direction for themselves and their families. The easiest way to understand how we can help you plan your financial future is to call us on 01234 713131 to make an initial free appointment.

If you have pension funds that you built specifically with Inheritance Tax mitigation in mind, you might need to revisit...
18/06/2026

If you have pension funds that you built specifically with Inheritance Tax mitigation in mind, you might need to revisit your estate plan. 🤔

But cashing in your pension pot earlier than planned could have long-term consequences for your whole retirement, so knee-jerk reactions are to be avoided.

Instead, ask yourself some important questions about your retirement and inheritance plans. Read our blog, linked below, to discover 3 things you need to consider. 👇

https://janesmithfinancial.com/should-i-cash-in-my-retirement-pot-ahead-of-inheritance-tax-pension-changes/

Are you an early-bird investor, or do you leave your financial decisions to the last minute? 🤔It's never too early to st...
17/06/2026

Are you an early-bird investor, or do you leave your financial decisions to the last minute? 🤔

It's never too early to start planning for tax year end. 🗓️

If you'd like to skip the stress and sort your finances out early this year, we're here to help.

Read our blog, linked below, to discover 3 simple ways you can prepare for 2027 now. 👇

https://janesmithfinancial.com/3-simple-ways-to-prepare-for-2027-now-an-early-birds-guide/

People are living longer than ever, with more reaching 100 in the UK each year. That makes planning for a long life more...
15/06/2026

People are living longer than ever, with more reaching 100 in the UK each year.
That makes planning for a long life more important than ever.

Last month’s guide, How to Plan for a 100-Year Life, explores how to prepare financially for a longer future.

👉 Read it here: https://buff.ly/tX0VJ97

12/06/2026

As you move through your 50s, retirement begins to feel closer whether it’s five years away or a little further down the line.

You may already have a mix of pensions, savings, and investments, but without a clear structure, it can be difficult to see the full picture.

Now is the time to bring everything together and plan with confidence for the retirement you want.

Find our more with our client video. ⬇️

Have you planned to reach your 100th birthday?Planning for a 100-year life often raises important questions about how to...
11/06/2026

Have you planned to reach your 100th birthday?

Planning for a 100-year life often raises important questions about how to arrange your finances to secure the life you want, including how to ensure you have "enough" and what strategies are appropriate for you.

To discover how you can plan for a 100-year life, read our latest guide, linked below.

https://janesmithfinancial.com/guides/

According to IFA Magazine, the first Fidelity Personal Investing customer to max out their 2026/27 ISA Allowance did so ...
09/06/2026

According to IFA Magazine, the first Fidelity Personal Investing customer to max out their 2026/27 ISA Allowance did so at 00:21 on 6 April 2026. 🗓️

By contrast, the final customer to use their full allowance for 2025/26 did so at 23:40 on 5 April 2026.

The two payments were just 41 minutes apart, but the financial and emotional consequences of being an early-bird investor could be significant.

If you would rather plan for 2027 now rather than investing last-minute, click the link below. 👇

https://janesmithfinancial.com/3-simple-ways-to-prepare-for-2027-now-an-early-birds-guide/

Approaching retirement? It’s never too late to put a financial plan in place and take control of your future. We're her...
08/06/2026

Approaching retirement? It’s never too late to put a financial plan in place and take control of your future. We're here to help!

We are proud to share that at last week’s Client Experience Awards, we were recognised and awarded Highly Commended in t...
05/06/2026

We are proud to share that at last week’s Client Experience Awards, we were recognised and awarded Highly Commended in the Client Experience category.

We are absolutely delighted with this recognition, it means a great deal to us as delivering exceptional service to our clients is at the heart of everything we do.

A huge thank you to all of our clients who took the time to leave reviews and share their experiences. Your feedback and support made this possible, and we truly appreciate it.

t

Address

7 Osier Way, Olney Office Park
Olney
MK465FP

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+441234713131

Website

Alerts

Be the first to know and let us send you an email when Jane Smith Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category