Over the past year, Jane Newman Financial Planning (JNFP) based in Droitwich, has been both strategically growing their team and supporting the development of their skill sets to further enhance the firm’s full service offering to their clients. This is illustrated by the promotion of one of their key financial planners, alongside the hiring of three new full time staff members.
The firm is delighted to have promoted Dan Gray to Independent Financial Adviser, having completed all his financial advising exams, a move to further develop the strong team within JNFP. Since Dan joined JNFP in December 2020 as a Business Administrator, he has qualified as an Independent Financial Adviser through the completion of the Chartered Insurance Institute’s Diploma in Regulated Financial Planning.
In addition to obtaining the CII Diploma, Dan holds additional qualifications in other areas of Financial Services and has excelled within his studies. To further his knowledge within the Financial Services industry, Dan is continuing his studying as he works towards obtaining Chartered status. Dan provides comprehensive advice on pension, investment, protection and estate planning.
In a huge jump in staffing, in the last 12 months JNFP has welcomed Sarah Parker as Financial Services Administrator and Stacey Welch as Receptionist. Sarah and Stacey have settled in quickly and are welcome additions to the expanding team, their positive contributions already impacting the office environment.
Jane Newman, Chief Executive Officer, says “It’s wonderful to be able to offer internal promotions for staff progression as well as opportunities for new people to come into the financial services industry. Our team is growing yet our client centric approach remains unchanged due to the way we work together. We are passionate about supporting each of our staff members to progress their careers and ensure they are living their best work life within our small firm that has big belief.”
For further information about Jane Newman Financial Planning Ltd, please contact Jane Newman at 01905 779193 or email info@janenewmanfp.co.uk.