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Jane Newman Financial Planning Ltd

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Jane Newman Financial Planning Ltd

Overview:

We have a wide range of clients throughout the Midlands and South West.

We are Independent and Whole of Market financial advisors with many years combined experience.

We combine online state of the art financial technology to compare and recommend the most suitable financial solution to our clients, including Investments, Pensions, Protection and Insurance.

Our primary focus is on helping you achieve your financial goals. Our expert adviser will seek to understand your objectives and deliver to your needs first and foremost. Our philosophy is that we inform and inspire our clients to make the right decisions for their financial success.

Pensions

We provide bespoke portfolio planning and investment risk strategies to help you build your pension pot for retirement; this is monitored regularly with our quarterly review service.

Investments

Whether it is ISA’s, investment bonds or offshore investments we offer a bespoke portfolio and risk planning service to ensure you maximise gains and/or income from you investment.

Protection

We assist clients with all aspects of protection planning, life insurance, critical illness cover and long term income protection. Remember to review regularly as circumstances change!

Mortgages

We help clients to choose the correct mortgage deal and we also handle all aspect of the application process in the increasing difficult market.

Insurance

Comprehensive buildings and contents cover at competitive prices, specialising in high net-worth products and valuable redundancy protection.

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