Jane’s recent qualifications from The London Institute of Banking and Finance build on her existing knowledge of Financial Planning in Retirement and enhances her learning when offering a broad range of advice in the areas of pensions and inheritance tax.
Jane Newman Financial Planning Ltd is committed to ensuring that their clients receive the highest standard of expert financial planning advice, so they achieve their financial goals throughout their later life as their needs and priorities change.
Continuous Professional Development (CPD) is a requirement for all financial advisers to maintain and expand their knowledge.
As MD of the firm, Jane ensures that the whole team have the opportunity to learn and develop their skills with Emily recently achieving her CII J10 Discretionary Investment Management.
Jane will be celebrating her success with a glass of bubbly and adding a spectacular array of letters after her name, which includes DipFA, MLIBF, FPIR, Cert CII (MP).