Providing exceptional service and quality products, every time.
At Jane Newman Financial Planning Limited, we take great pride in being a friendly, professional team with over 30 years of industry experience. Based in the Worcestershire town of Droitwich Spa, we have been providing a full range of financial services to individuals, families, and businesses since our inception in 2010. Our holistic approach to financial planning ensures that we consider the bigger picture, listen to your financial needs and requirements, and advise you on the best course of action to achieve your financial goals.
Our Services
As independent whole of market advisers, we offer a comprehensive range of financial services, including:
Pension and Retirement Planning
We can help you plan your savings for a long and happy retirement and when you reach retirement, help you choose the right income option for you. Our expert advisers will work with you to devise a retirement plan that is tailored to your individual needs and objectives.
Savings and Investments
If you are unsure how to save and invest for you and your family's future, we can help. We provide tax-efficient savings advice and ethical investment advice if required. Our team of experienced advisers will work with you to create a savings and investment plan that aligns with your financial goals.
Mortgages
Whether you're a first-time buyer, on the move, or planning to re-mortgage, we can source the best mortgage option for you. Our expert advisers will work with you to understand your mortgage requirements and find the best deal that suits your needs.
Protection Plans
Whole of market independent advice on a wide range of personal and business protection including life, critical illness, and income protection. Our team of experienced advisers will work with you to understand your protection needs and find the best plan that suits your requirements.
Estate and Inheritance Tax Planning
Careful planning and expertise on how to protect your wealth against inheritance tax and strategic succession planning. Our expert advisers will work with you to understand your estate and inheritance tax planning requirements and provide guidance on how to protect your wealth for future generations.
Equity Release
As independent whole of market advisers, we can provide advice on all Equity Release products available to the intermediary market, sourced via state-of-the-art technology. Our expert advisers will work with you to understand your equity release requirements and provide guidance on the best product that suits your needs.
Expert Advisers
Building lasting relationships and providing outstanding customer service have enabled us to grow over the past ten years. We are honoured that clients have the faith, confidence, and trust to recommend us to their friends and family. JNFP regularly appears in an elite list of the highest-rated financial advisers in the country based on positive reviews via VouchedFor.co.uk, the UK's leading ratings site for financial and legal professionals.
Get in Touch
If you are ready to find out more, get in touch today to speak to one of our friendly team members. We look forward to working with you to create a peace of mind plan that is designed to provide long-term financial security and support you each and every step of the way.
Client Reviews of Jane Newman Financial Planning
Professionalism and Expertise
Many clients have praised Jane Newman for her professionalism and expertise in financial planning. Clients such as Rosemary Petheram, Arline Vlietstra, and Neill Bucktin have found her to be very knowledgeable and helpful in providing financial advice.
Client Satisfaction
Clients have been very satisfied with the services provided by Jane Newman and her team. Keith Watson and Sean Seymour have both given her a 5-star rating, praising her for her professionalism and helpfulness.
Personalized Service
Jane Newman has been commended for her ability to provide personalized service to her clients. Bryan Bannister and Karen Powell have appreciated her tailored advice and the time she takes to understand their needs.
Mortgage Services
Jane's team has also received positive feedback for their mortgage services. Sean Seymour and Jennie Hunt have both had great experiences with Jane and her team when dealing with their mortgage needs.
Recommendations
Many clients have recommended Jane Newman Financial Planning to their friends and family. John Valentine Baran, Nick L., Sam Taylor, Jayne Grainger, and Julian Powell have all given her a 5-star rating and would recommend her services to others.
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