Jane Smith Financial Planning Limited - Olney

Overview of Jane Smith Financial Planning Limited

Based at Office Park, Jane Smith Financial Planning Limited, 7 Osier Way, Olney MK46 5FP, United Kingdom, Jane Smith Financial Planning Limited stands out as a reputable financial planning service, particularly recognized for its expertise in providing personalized financial advice.

Contact Information

For those looking to reach out, Jane Smith Financial Planning Limited is easily accessible. You can contact them at 1234713131 or visit their welcoming office at the designated location. Their online appointment booking feature adds convenience, allowing customers to schedule visits that suit their busy schedules.

Key Services and Facilities

- Specialties: As a financial planner, Jane Smith Financial Planning Limited specializes in helping individuals and families navigate their financial futures.

• On-site services ensure personalized attention.
• A wheelchair-accessible car park, seating, and toilet demonstrate their commitment to inclusivity.
• The company prides itself on being LGBTQ+ friendly and providing a transgender safe space.

Customer Experience and Reviews

Customers have left glowing reviews, highlighting an exceptional experience. With 25 reviews on Google My Business, the average opinion scores a commendable 5/5. Feedback emphasizes a warm, friendly, efficient, and informative experience, starting from the initial phone call and continuing through follow-up meetings.

Recommendations for Prospective Clients

prospective clients are encouraged to leverage the wealth of information available on their webpage, janesmithfinancial.com, for more detailed insights into their services. The company’s online appointment system and on-site parking make it easy for anyone to start planning their financial future. With appointments required, it's advisable to contact them in advance to ensure a smooth and productive meeting.

👍 Reviews of Jane Smith Financial Planning Limited

Eueth F.

5/5

A warm, friendly, efficient, and informative experience.
Excellent initial phone call and follow-up exploratory meeting.
My wife and I were impressed with the presentation and explanations when requested.
We left feeling confident we could put ourselves in the hands of Jane Smith Financial Planning Ltd.

Roger S.

5/5

We were rapidly approaching retirement (in our mid-fifties) with no savings and no particular pension plan, or idea of how we were going to fund our retirement. Having worked for a number companies we also had the additional complexity of multiple pension pots of varying amounts.
Over the last 20 years, through sound investments, excellent pension planning and financial advice, Nicola has helped us create the foundations for a secure and happy retirement. She has taken time to listen carefully and to understand fully our financial needs and requirements, guiding us through some exceptionally difficult circumstances. Our queries, however small, have always been answered fully and promptly in a reassuring way. The outcome has far exceeded our expectations.
More recently, Nicola has helped us with inheritance tax planning which has ensured a solid financial footing for our grandchildren.

Richard B.

5/5

My wife & I have been customers of Jane Smith Financial Planning for around 8 years now. We initially went to them ahead of our retirements from Corporate life/NHS and received excellent, well researched advice, which have allowed us to optimise our 'Autumn Years' in a secure & planned way. Nicola & her team provide the best possible, personalised service and we remain loyal and committed customers and expect to be so for many years to come.

Linda R.

5/5

I have been with Jane Smith since about 1996 when I was concerned to save and plan for retirement in the most efficient way, through, now, many years of retirement during which those funds have been managed. I have been a client through all the changes from it being just Jane, excellent though she was, to Nicola joining and eventually it becoming the substantial firm it now is with Chartered status and CISI accreditation. As the firm has grown it’s apparent that staff development is key to its success. If Nicola is unavailable there is always someone competent who is, but she is still very hands on which is also a comfort.

Nicholas H.

5/5

I have had an excellent relationship and service from this company over the past years. They are caring, attentive, personable and proactive with great communication skills keeping you informed of options and actions every step of the way in planning your financial future.

Katie C.

5/5

We've been working with Jane Smith Financial Planning Limited for several years and would highly recommend them. Not only is everyone extremely helpful and knowledgeable, they've been very accommodating, patient and gone above and beyond as our family situation has changed, including the recent death of our Mum.

Jo G.

5/5

Nicola and all the team at Jane Smith Financial Planning have helped me hugely in navigating my way through my finances and planning for the future. Thanks to their support and hard work, I feel secure and confident about my current and future financial stability. I can hand on heart say I would not be in this position without their guidance. Amazing team - trustworthy, knowledgeable, responsive, kind and hugely supportive. They go above and beyond. So thankful I have this team on my side!

Louise B.

5/5

I always find my experiences pleasant, explanations easy to understand. All the staff work hard at making sure that each financial plan is honed to every client's own needs and expectations. I have been with Jane Smith Financial Planning for many years and I always leave meetings satisfied with the results.