About Us

Jane Newman Financial Planning Limited is based in Droitwich Spa in Worcestershire.

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.

Our Team

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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 theifinancial 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 AdvisersShe 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

Emily Newman Dip RFP & CII (MP) 

Independent Financial Adviser 

Emily, who joined Jane Newman Financial Planning as an apprentice in September 2018, recently qualified as an Independent Financial Adviser after successfully completing her Diploma in Regulated Financial Planning with distinction. 

Emily continues to expand her knowledge of the financial services industry with continued further study, while developing her career within the family business. 

Emily has fantastic attention to detail and a professionalism that is second to none.  She has a real customer focused outlook and enjoys engaging with clients to help them best understand their advice journeyEmily can provide comprehensive advice on all areas of financial planning including pensions, investments and savings, mortgages, protection and estate and inheritance tax planning. 

Away from the office, Emily enjoys keeping active by playing netball and going to the gym. She also enjoys baking and travel.   

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Jo Bates DipFA CeMAP CeRER CeLTCI MLIBF 

Mortgage and Protection Adviser 

Jo joined the Jane Newman Financial Planning team in early 2020.  

Jo started her career in financial services in 1986, initially working within TSB, before working her way up the ladder to Financial Adviser at Lloyds TSB. She left in 2012 to pursue a career as an Independent Financial Adviser  

Jo prides herself on delivering high quality, professional financial advice She builds long lasting client relationships via her dedicated ongoing service. Jo specialises in all areas of Mortgages and Protection, Equity Release and Long Term Care planning.  

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

Sarah Lamb 

Personal Assistant 

Sarah joined Jane Newman Financial Planning in May 2016 and is the welcoming voice you first hear when calling the office. 

Sarah works closely with Jane in her role as personal assistant, to ensure the high levels of personal service are delivered.  

As a key component within the business, Sarah is also the glue that keeps the office together and this is demonstrated through her excellent organisational skills.  

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

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Dawn Lewis  

Business Administrator 

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

Dawn works closely with the advisers to ensure 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 

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Katie Slatem 

Business Administrator  

Katie joined Jane Newman Financial Planning in 2019 on a Business Administrator apprenticeship and has quickly established herself as a vital member of the team. 

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

Moving forward, Katie intends to develop her career in Financial Services by undertaking a Para Planning apprenticeship. This will enhance her skill set and personal development, while providing the platform to successfully grow within Jane Newman Financial Planning 

Katie loves animals, is a keen foodie and enjoys going to the gym. 

Ready to find out more?

Our friendly team is ready to take your call.