Jane Newman Financial Planning Limited is based in Droitwich Spa in Worcestershire. We have our offices at the beautiful Gaudet Luce Golf Club and enjoy the Worcestershire countryside around us while enjoying easy access to the M5.
We combine online state of the art financial technology to compare and recommend the most suitable financial solution to our clients and pride ourselves on building lasting relationships with our growing client base. We engage in limited advertising and the majority of our referrals come from our existing clients. We advise on Investments, Pensions, Protection and Mortgages.
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 and we enjoy following your progress on your life journey and hope we add value to your financial decisions.
Independent Financial Adviser
Jane originally qualified as an Independent Financial Adviser in 1994 and has 20 plus years’ experience in the financial services industry, as she was previously a Mortgage Adviser in Worcester, having taken a career break whilst having her children. Jane can provide advice on pensions, investments and savings, mortgages, protection and estate and inheritance tax planning.
Jane is lucky to work with a team of three assistants and together they run a competent, paperless office. They pride themselves on being readily available to all their clients and helping them build the financial success they deserve.
Outside of the work environment, Jane enjoys walking her dogs on the beach near her home and playing tennis.
Karen has almost 30 years of life and pensions administration experience and joined JNFP in November 2015 and is now our office manager. She has known Jane for many years as they attended school together!
Karen’s day to day tasks include ensuring the smooth operation of the office, client reviews and report writing.
Outside of the office Karen enjoys attending lots of live events including comedy performances, concerts and sports fixtures with her Husband and 15 year old Daughter. She also enjoys cooking and baking.
Sarah joined JNFP in May 2016 and started her apprenticeship in July 2016. She is currently studying for the CF1 examination in Financial Services, Regulation and Ethics.
Sarah is often the first voice you hear when calling the office, and works alongside Jane as her personal assistant. In her spare time Sarah enjoys dance, which she has participated in for over 15 years during which time, she has been involved in many amazing experiences and trips.
Dawn joined the team in 2017 and looks after our general administration. Her day to day tasks include client research and reviews and sending out our quarterly newsletter. She has two grown up children and runs a cake baking business alongside her part time role at JNFP.
Apprentice Financial Adviser
Emily joined the company in 2018 as our Apprentice Financial Advisor. She is currently studying for her RO exams through a higher apprenticeship scheme whilst also shadowing and observing our long standing adviser. Outside of the office Emily enjoys travelling and recently spent a gap year living in Australia and is now looking forward to working in the family business.
Ready to find out more?
Our friendly team is ready to take your call.