Call Us Today
01905 779193

Our primary focus is on helping
you achieve your financial goals.

Welcome to

Jane Newman Financial Planning

Based at Gaudet Luce Golf Complex in Droitwich Spa, Worcestershire, we offer Independent, Whole of Market financial advice to individuals and businesses, using a combination of online state of the art technology and over 20 years industry experience. We pride ourselves on our customer service and on building lasting relationships with our clients. We are also extremely proud of the fact that we work on client referrals as our main source of new business - something which clearly demonstrates that our existing clients are extremely happy to recommend us to others.

Our Services

Pension & Retirement
For all stages of working life

We can help you plan your retirement savings and choose the right pension option for you at the point of retirement.

Estate & Inheritance Tax
Your long term financial plan

We understand that protecting our client’s wealth against inheritance tax requires careful planning, and can advise on this.

Protection Plans
Protection needs through life change

We advise on all protection plans including Life, Critical illness, Income Protection for personal and business use.

Savings & Investments
Bespoke investment strategies

We offer advice on how to save and invest for your future and assist you in making tax efficient savings wherever possible.

Mortgages
Whole of market independent advisers

If you’re a first time buyer, a mover or a re-mortgager we can help with mortgage types, rates and the find the best option for you.

Financial Consultation
Develop a comprehensive plan

If you would just like to have your financial situation reviewed by a professional adviser we offer this facility for a nominal fee.

Testimonials

"I have been using Jane Newman Financial Planning for 7 years for all aspects involving personal finance, and I am delighted in what they have done for me. They are an extremely professional team who are totally dedicated in achieving the best for their clients."

David S. - Stanford Bridge, Worcs

"Very helpful, speedy and professional service. We will definitely want to use your service again."

Sharon B. - Worcester

"Jane offers a professional and efficient service, giving us advice regarding pensions and investments in a straight forward,
easy to understand way."

Sharon - Exmouth

"I’ve been extremely happy with the service provided by your firm. It has been a painless process that has progressed
exactly as you initially advised."

David R. - Cardiff

Ready to find out more?

Our friendly team is ready to take your call.