Helping you achieve your finance goals through expert financial planning

Pension and Retirement

Searching for the right pension option? 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..

Savings and Investments

If you are unsure how to save and invest for you and your family’s future, we can help with tax efficient savings and provide ethical investment advice if needed.

Estate and
Inheritance tax

Careful planning and expertise on how to protect your wealth against inheritance tax and strategic succession planning..

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.

Protection
Plans

Authentic, independent advice on a wide range of personal and business planning including life, critical illness and income protection.

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.

Welcome to Jane Newman Financial Planning Limited

Proudly independent with more than 25 years of industry experience, our friendly, professional team offers a full range of financial services to people, families and businesses. Founded in 2010 and based in the Worcestershire town of Droitwich Spa, we take a holistic approach to financial planning. Focused always on the bigger picture, we listen to your financial needs and requirements – then advise how you can achieve your aims.

With access to up-to-date financial products from whole of market providers, we work with you to devise a peace of mind plan that is designed to provide long-term financial security and will support you each and every step of the way.

“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

Expert Advisers

Building lasting relationships and providing outstanding customer service have enabled us to grow over the past ten years – and we’re honoured that clients have the faith, confidence and trust to recommend us to their friends and family.

JNFP regularly appear 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.