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 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 journey. Emily 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.

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 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.

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

Katie Slatem

Business Administrator

Katie joined Jane Newman Financial Planning in 2018 on a Business Administrator apprenticeship and has quickly established herself as a vital member of the team.

Katie in 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.

Dan Gray

Business Administrator

Dan Joined JNFP in December 2020 as a Business Administrator. With 5 years of experience in financial planning Dan has passed 6 of the Chartered Insurance Institute’s (CII) exams and plans to pass more.

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