Page 19 - Phonebox Magazine May 2013

Long term financial security
You plan for major purchases, holidays and university fees - you probably even plan your monthly household budget. But what steps have you taken to plan long term financial security and direction for you and your family?
Jane Smith Financial Planning
A family-run, local business based in Olney, it is important to 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 and fears 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 are foremost. It’s never too late to start.
The Jane Smith
Trusted Adviser Process
When clients are looking for a complete financial planning
service, we provide the Jane Smith Trusted Adviser system, which combines our Life Roadmap service with any relevant Focused Advice service for a comprehensivefinancialplanning. Jane Smith Financial Planning Ltd offers wholly independent financial advice.
Life Roadmap Service
A detailed evaluation of your current financial circumstances, which we call our Life Roadmap Service, looks at more than just the value of your investments and holdings. It also considers what really matters to you, and how you’d like your life to look five, ten
and more years from now. This process also looks at ways to tackle any tricky financial issues you may have been wrestling with.
Focused Advice Services
We understand there may be times where you simply want to focus on a specific service to meet a particular need. In response, we’ve developed a range of highly focused, fully independent financial advice services.
The fastest way to book an appointment with Jane Smith Financial Planning Ltd, at our offices on Olney’s office park, is to call us on 01234 713131. We look forward to meeting you.
your future in focus
Is Your Family Protected Financially?
The cost of raising a child has increased rapidly over the
last decade and looks set to continue rising. It is imperative that parents make sure they financially protect themselves and their family and seek professional financial advice to talk about what best suits their needs.
Protection insurance often costs less than people think,
and whether to take out cover is one of the most important financial decisions people will ever make. To discuss or review your current requirements please call us on 01234 7313131 – don’t leave it to chance. We look forward to hearing from you.
Twitter: @IFAinOlney LinkedIn: IFAinOlney Facebook: /IFAinOlney/
A family-run business, it is important to 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.
The fastest way to book an appointment
is to call us on 01234 713131.
Initial appointments are at our own expense.
info@janesmithfinancial.com www.janesmithfinancial.com
Jane Smith Financial Planning Ltd is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate taxation and trust advice. Jane Smith Financial Planning Ltd 7 Osier Way Olney Office Park Olney Bucks MK46 5FP. Tel: 01234 713131 Fax: 01234 714090
Phonebox Magazine 19