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Jane Smith Financial Planning Ltd

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Jane Smith Financial Planning Ltd

Overview:

As a family-run business, it is important for us to offer a highly personal approach to our clients. 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.

This helps us to understand which of our wholly independent financial advice services we should recommend, and are the beginnings of a working relationship with our clients that often continues for many years.

Our Approach

As a family-run business, it is important for us to offer a highly personal approach to our clients. 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 continues for many years. The initial appointment is, of course, free of charge.

Most of our clients are well established professionals, who come to us at a point in life where things start to change; children may be approaching further education or have already flown the nest, and thoughts of exploring new options including retirement are foremost. It’s never too late to start.

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