Worcestershire Based Financial Planning Experts

Led by managing director Jane Newman, JNFP was founded in 2010 in the Worcestershire town of Droitwich Spa.

Our ethos is to inform and inspire you to make the right decisions for your financial success and our friendly, professional team aim to understand your life-long goals and objectives. With access to most of the major UK providers, we can source and deliver the most suitable solution to meet your needs and add value to your financial decisions. We pride ourselves on building lasting relationships with our growing client base and most referrals come from existing customers.

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 major ratings site for financial and legal professionals.

Meet the JNFP team

Jane Newman DipFA

Managing Director

Jane is the Managing Director of Jane Newman Financial Planning (JNFP) and has over 20 years’ experience in the financial services industry. Her career started as Mortgage Adviser, before broadening her skill set to offer to offer fully regulated advice.

Jane works closely with her clients to provide bespoke advice on all aspects of their financial journey. She prides herself on being readily available to all her clients and helping them build the financial success they deserve. Jane can provide comprehensive advice on all areas of financial planning including pensions, investments and savings, mortgages, protection and estate and inheritance tax planning.

Jane has consistently been acknowledged amongst the Vouched For UK’s Top Rated Financial Advisers. She is a well-respected and active contributor to the local Worcestershire business community.
When Jane is able to find some time to relax, she enjoys walking her 2 dogs, Ted and Charlie and playing the odd game of tennis. 

Emily Newman

Emily Newman Dip RFP & CII (MP & ER)

Independent Financial Adviser

Emily has been with Jane Newman Financial Planning for four years and in that time has built an enviable reputation within the industry. She has received the coveted Top Rated Financial Advisers status from VouchedFor for three years running, a strong recognition from her clients and the industry for her attention to detail, professionalism and strong customer focus.

Always wanting to further her knowledge and remain current with financial products and trends, Emily expands her knowledge of the financial services industry with continued further study, whilst further developing her career within the family business.

Emily provides comprehensive advice on all areas of financial planning including pensions and sustainable investments, investments and savings, estate and inheritance tax planning, financial protection, mortgages and equity release.

Away from the office, Emily enjoys keeping active by playing netball with some of the other team members and going to the gym. She also enjoys sharing her love of baking with the office and travel.

Jo Bates DipFA CeMAP CeRER CeLTCI MLIBF

Mortgage and Protection Adviser

Jo has been a part of the Jane Newman Financial Planning team since 2020 having started her career in financial services with TSB in 1986.

 

With more than 26 years of experience in the financial planning services sector, Jo specialises in all areas of Mortgage and Protection, and Equity Release. Jo prides herself on delivering a high-quality service with professional financial advice, a testament to the fact that Jo has several long-lasting client relationships.

 

In 2022, Jo received her first Top Rated Adviser status from VouchedFor.


Jo loves nothing more than spending time with her family, and they take every opportunity to enjoy time away at their caravan in mid-Wales.

Sarah Lamb

Personal Assistant

Sarah joined Jane Newman Financial Planning in May 2016 as Jane’s Personal Assistant. As the practice has grown, Sarah’s responsibilities have extended to ensuring that the office runs smoothly and that all levels of personal service are delivered.

Sarah is often the first point of contact for our clients, her calm and approachable manner puts them at ease and ensures that their enquiries are dealt with promptly.

As a key component within the business, Sarah is quite literally the glue that holds the office together, which is consistently demonstrated through her excellent organisational and people skills.

 

Sarah has recently begun her FA2 training and is enjoying the challenge and being able to contribute her newfound knowledge to both the team and clients.


In her spare time, Sarah enjoys playing netball and socialising with friends.

Dawn Lewis

Business Administrator

Dawn joined the team in 2017 and is an integral part of the administration team.

Working closely with the advisers, Dawn ensures the correct bespoke client research is undertaken. She also plays a key part in the ongoing review process and her methodical approach ensures clients stay on track toward their financial goals.

Alongside her role at Jane Newman Financial Planning, Dawn runs a successful and highly recommended cake baking business. These are always welcome in the office and are well known amongst the local business community.

Katie Slatem

Trainee Paraplanner

Katie has been with JNFP for just over four years as a Business Administrator and there is no doubt that she is a vital member of our team.

Katie is vigilant in ensuring our customers’ records kept are up to date and is always on hand to support our ongoing adviser requirements.

Katie is developing her career in Financial Services by undertaking a Paraplanning apprenticeship and has passed her R05 and is now working towards R02. We are delighted that Sarah is continuing her training with us as this will enhance her skill set and personal development while providing the platform to successfully grow within the business.

When not at work you will find Katie at the gym, enjoying good food or will be with her beloved animals.

Dan Gray

Trainee Paraplanner

Dan Joined JNFP in December 2020 as our Business Administrator and has been a great asset to the team and our clients.

He now has more than five years of experience in financial planning. He has completed five of the Chartered Insurance Institute’s (CII) exams and is currently working towards R03, which he is enjoying.

Away from work, Dan enjoys the gym and going to watch football.