Over 18 years industry experience

We offer whole of market advice

We have clients throughout the UK


Welcome to Jane Newman Financial Planning.

We have a wide range of clients throughout the Midlands and South West.

We are Independent and Whole of Market financial advisors with many years combined experience.

We combine online state of the art financial technology to compare and recommend the most suitable financial solution to our clients, including Investments, Pensions, Protection and Insurance.

Our primary focus is on helping you achieve your financial goals. Our expert adviser will seek to understand your objectives and deliver to your needs first and foremost. Our philosophy is that we inform and inspire our clients to make the right decisions for their financial success.

  • Pensions

    We provide bespoke portfolio planning and investment risk strategies to help you build your pension pot for retirement; this is monitored regularly with our quarterly review service.

  • Investments

    Whether it is ISA’s, investment bonds or offshore investments we offer a bespoke portfolio and risk planning service to ensure you maximise gains and/or income from you investment.

  • Protection

    We assist clients with all aspects of protection planning, life insurance, critical illness cover and long term income protection. Remember to review regularly as circumstances change!

  • Mortgages

    We help clients to choose the correct mortgage deal and we also handle all aspect of the application process in the increasing difficult market.

  • Insurance

    Comprehensive buildings and contents cover at competitive prices, specialising in high net-worth products and valuable redundancy protection.

What our clients say about us

Sharon B.

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

Sharon B.Worcester
David S.

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

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

David R.

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

Our two offices

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