Jane Smith Financial Planning Limited

🎉🎂 Happy Birthday to our Business Manager Leanne, from all of us at Jane Smith Financial Planning! 🎉 It may be a Monday and you're hard at work, but you’ve got the best bunch of colleagues to help make your day special. Have a great day! #HappyBirthdayLeanne #BestTeam #WorkBirthdayVibes

Retirement is a key part of your financial plan. As you approach this stage, it’s the perfect time to focus on enjoying life after work. Many see it as a "second life," full of opportunities to do the things they’ve dreamed of. If you haven’t already, now’s the time to think about how your income will support you throughout retirement. Check out our latest guide and contact us to start planning your retirement on your terms today! https://lnkd.in/eqy5XynV #Retirementgoals #FinancialPlanning #JaneSmithFinancialPlanning #MonthlyGuide #Retirement

Watch and listen our clients talk about their experience working with us and what our work has allowed them to do. We’ve worked with Mark and Alison for many years, through many changes and twists and turns of their lives. They deeply appreciate the sense of security we have provided by maintaining a close relationship with their family and adapting to the ups and downs that life presents. Tell us what you want out of life, and let’s see how we can make it happen. 📞Tel 01234 713131 #ClientStories #FinancialPlanning #Chartered #Accredited #JaneSmithFinancialPlanning

It's that time again for the Wow of the Month for September, and Amy Brown was recognised! Congratulations to Amy for demonstrating patience and empathy towards a client while filling out complicated forms. Working alongside her colleagues Thomas and Lauren, she tackled a challenging case and provided significant support. Congratulations again Amy, and enjoy your voucher. #WOW #WOWoftheMonth #Employeerecognition #JaneSmithFinancialPlanning

Do you know what changes we expect to see during Labour's first Autumn Budget on 30 October? 🤔 While some changes have already been made, and the party's manifesto pledges remain in place, other announcements remain a mystery. There has, though, been plenty of speculation. 😥 Click the link below to find out more about the forecasted changes and how they could affect you. 👇

Did you know that cashflow modelling could leave you free to enjoy your wealth and make memories in retirement? 🪙 Cashflow modelling and forecasting is an important tool at our disposal. We use it to assess your financial position now, calculate where you might be in the future, and weigh up the effects of the different decisions you could make between now and then. 💰 Click the link below to learn how this could help you to make the most of your wealth.👇

Did you know that Jane Smith Financial Planning has been providing expert financial advice for the last 30 years? 🥳 Since 1994, we’ve drawn on the highest level of qualified expertise to provide meaningful, expert financial advice and planning to all our clients. Our mission is to help you relax, knowing that the future is secure for you and your family. 💞 Click the link below to find out more about our incredible history. 👇

🌟 Exciting News! Did you know we are Buckinghamshire’s only Top Rated, Chartered, and Accredited Firm. Thank you to everyone who has supported us – we look forward to continuing to provide top-quality financial advice. 📞 Get in touch today to see how we can help you with tailored financial planning for your future! 01234 713131 #TopRated2024 #FinancialPlanning #Buckinghamshire #ClientFocused #VouchedFor #FinancialAdvice

Happy Grandparents' Day! Today, its UK Grandparents Day! and we celebrate the amazing grandparents who bring so much love and wisdom to our lives. But while they're busy caring for us, it's important we make sure their financial future is taken care of too. At Jane Smith Financial Planning, we work with families to create personalised financial plans that provide security and peace of mind for all generations. From retirement planning and inheritance tax strategies to long-term care solutions, we’re here to support you every step of the way. 📞 Contact us today to discuss how we can create a financial plan that works for your family. #GrandparentsDay #FinancialPlanning #FamilyFirst #SecureFuture #Chartered #Accredited

🚨 Self-Assessment Deadline Alert! If you're self-employed or need to file a tax return for other income, don't forget today is the final day to register for self-assessment. This is for the 2023-2024 tax year, so if you've had any additional income, it's time to get organised and avoid any penalties. Register online with HMRC and make sure you're prepared. Feel free to contact us if you need guidance on this. #TaxTips #SelfEmployed #FinancialPlanning #UKTax