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.

Thinking about trying wild swimming? 🌊Swimming outdoors can be a great way to boost your physical and mental wellbeing, ...
10/09/2026

Thinking about trying wild swimming? 🌊

Swimming outdoors can be a great way to boost your physical and mental wellbeing, enjoy fresh air, and connect with others.

But it’s important to swim safely. That means knowing your limits, avoiding swimming alone where possible, checking the water before you get in, and being aware of pollution risks.

Read our blog, linked below, to learn more about wild swimming and how to enjoy it safely. 👇

https://janesmithfinancial.com/wild-swimming-the-surprising-benefits-and-potential-risks-of-an-outdoor-dip/

Private school fees, university costs, accommodation, living expenses...Supporting a child or grandchild through educati...
09/09/2026

Private school fees, university costs, accommodation, living expenses...

Supporting a child or grandchild through education can involve many moving parts.

Starting early could give you more time to build a nest egg and explore whether cash savings, investments, or family gifting could support your goals.

Download our guide, linked below, to learn how education costs could fit into your wider financial plan.

https://janesmithfinancial.com/guides/

Do you know when you can access your pension? 🪙The normal minimum pension age is currently 55, but it is rising to 57 in...
08/09/2026

Do you know when you can access your pension? 🪙

The normal minimum pension age is currently 55, but it is rising to 57 in April 2028.

If you were planning to retire at 55, it could be worth revisiting your plans to see whether you may need to use other income sources, such as ISAs, or adjust your retirement date.

Read our blog, linked below, to discover 10 quick-fire retirement facts worth knowing. 👇

https://janesmithfinancial.com/10-quick-fire-retirement-facts-you-need-to-know-this-pension-awareness-day/

📚 Building a Nest Egg for Your Child's EducationGiving your child the best start in life often begins with planning ahea...
07/09/2026

📚 Building a Nest Egg for Your Child's Education

Giving your child the best start in life often begins with planning ahead. From school fees to university costs, saving little and often can make a big difference to their future opportunities.

Click on the link for our latest monthly guide that explores practical ways to build a nest egg for your child's education and help you prepare for the costs ahead.

Start planning for their future today!

https://buff.ly/Q9usqg3

What story will your legacy tell? Financial planning isn't just about today. It's about creating a lasting future for th...
04/09/2026

What story will your legacy tell? Financial planning isn't just about today. It's about creating a lasting future for those who matter most.

📩 Contact us to find out how we can help you build and protect your legacy.

If an online offer sounds too good to be true... it probably is.Scammers are using increasingly clever technology to mak...
03/09/2026

If an online offer sounds too good to be true... it probably is.

Scammers are using increasingly clever technology to make fake investment opportunities look legitimate, including cloned voices, deepfake videos, and fake articles featuring trusted public figures.

A good rule of thumb is to slow down, check the source, and avoid clicking links if something feels suspicious.

Read our latest blog, linked below, to discover the latest scams to watch out for. 👇

https://janesmithfinancial.com/ai-cloning-and-clever-tech-the-latest-online-scams-to-look-out-for/

Looking for a new way to enjoy the outdoors? 🌊Wild swimming has become increasingly popular in recent years, offering th...
02/09/2026

Looking for a new way to enjoy the outdoors? 🌊

Wild swimming has become increasingly popular in recent years, offering the chance to exercise, spend time in nature, and meet like-minded people.

However, outdoor swimming also comes with risks, from cold water and strong currents to pollution in UK rivers and seas.

Read our latest blog, linked below, to discover the benefits and potential risks of wild swimming, along with 3 local spots to try. 👇

https://janesmithfinancial.com/wild-swimming-the-surprising-benefits-and-potential-risks-of-an-outdoor-dip/

Good morning the office is closed today for the Bank Holiday, we'll be back tomorrow from 9am - have a wonderful Monday ...
31/08/2026

Good morning the office is closed today for the Bank Holiday, we'll be back tomorrow from 9am - have a wonderful Monday ☀️

Just a heads up, we'll be closed for the Bank Holiday on Monday. We'll be back and ready to help from 9am on Tuesday. En...
28/08/2026

Just a heads up, we'll be closed for the Bank Holiday on Monday. We'll be back and ready to help from 9am on Tuesday. Enjoy the long weekend! ☀️

Investing in buy-to-let property can provide a steady rental income, helping supplement your retirement fund or form par...
26/08/2026

Investing in buy-to-let property can provide a steady rental income, helping supplement your retirement fund or form part of the legacy you leave for loved ones.

However, the property landscape has changed significantly in recent years, with the introduction of the Renters’ Rights Act 2025 and increased regulatory responsibilities for landlords.

If you're thinking about investing in buy-to-let, click the link in the comments to discover the pros and cons.

https://janesmithfinancial.com/guides/

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

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