Jane Smith Financial Planning Limited
Only once we are comfortable that we understand your needs do we embark on the financial planning process.
Much detailed research goes in to your personal Financial Management Plan, as well as analysis of your current arrangements to ensure the recommended course of action will meet your objectives.
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.
- Extremely high standards of service
- Complete lifestyle planning
Jane Smith Financial Planning logo
- The initial meeting of up to one hour to confirm your requirements, review our Client Agreement and discuss the scope of our services is without charge.
Thereafter, fees as detailed within our Client Agreement will be chargeable. In brief, these are as follows:
Preparation of a generic Financial Management Plan:
We will agree a fixed fee with you to cover the cost of gathering and collation of all information and creation of the generic Financial Management Plan.
Financial Arrangement Fees:
Financial Arrangement Fees cover the cost of all services relating to the implementation of your Financial Management Plan. Fees are chargable by the hour at the following rates:
Certified Financial Planner £150 per hour
Administration £50 per hour
Any commission receipts can be offset against these fees to reduce the fees payable directly the client.
Financial Management Service and Client File Maintenance:
An annual review to update your Financial Management Plan, improve and refine your strategy and goals, all associated administration and ongoing maintenance of client records. Fees are chargeable by the hour at the rates detailed above. We ask that clients pay £50 per month on account by standing order. This amount will be reviewed annually, dependent on the balance of their account, anticipated income and expected charges for work completed on the client's behalf in the next twelve month period.
- Opening Times:
- Monday to Friday - 9.00am to 5.30pm, flexible to suit requirements
- FSA Reference Number: 212859
- Number of Advisors: 2
- Client Type: General Public
- Specialisms: Comprehensive financial planning
- Remuneration Type: Various
- Home or Workplace Visits: No
- Additional Services:
Use the buttons below to contact this business:
From Milton Keynes:
Take the A509 to Olney. As you leave Olney, go straight over the roundabout towards Wellingborough. Olney Office Park is immediately on the left. On entering the business park, take the first left and you will see our offices directly in front of you on the ground floor.
From Bedford:
Take the A428 towards Northampton, through Turvey and Cold Brayfield. Take the left turn signposted to Olney. When you reach the roundabout, turn right towards Wellingborough. Olney Office Park is immediately on the left. On entering the business park, take the first left and you will see our offices directly in front of you on the ground floor.
From Northampton:
Take the A428 towards Bedford. At the Warrington roundabout (with the BP garage on your left), turn right onto the A509 towards Olney. Just before you enter Olney, Olney Office Park is on your right. On entering the business park, take the first left and you will see our offices directly in front of you on the ground floor.
From Wellingborough:
Take the A509 towards Olney. Just before you enter Olney, Olney Office Park is on your right. On entering the business park, take the first left and you will see our offices directly in front of you on the ground floor.