What Our Clients Say About Us
The following reviews were posted by verified clients on the vouchedfor website, which is an independent service allowing people to review their professional adviser.
Our score of 4.9 out of 5 gives you the confidence to trust our services and expertise to ensure you reach your financial goals. Jane Newman Financial Planning Ltd also received Top Rated Firm 2022 by vouchedfor.
“I wanted to do equity release on my house & wanted advice, also my existing pension was losing money. Emily guided me through the equity release, moved my pensions, which have grown significantly since, & has helped me through taking early retirement.”
“I was not happy with the pension we had at the time and so we turned to Jane to help sort everything out for my husband who was also ill at the time. Jane provided a no hassle, no stress service to us.”
“I see Emily for ongoing regular reviews, continued advice and further investments. Also, since my last review, I've gone into full retirement and will be taking income from our investment/pension portfolio. My wife is looking to retire later this year and Emily has also looked at both of these for us.”
"I went to see Jane to deal with my late husband's pension and to help me plan my finances for the future. Jane has helped me to sort out and manage my investments."
"Having semi-retired at 55, I was approaching my 65th birthday and required IFA advice on the transfer of my DC Pension Fund and my remaining DB Pension to ensure i made the right choices given changes to legislation. I was also keen to find a local adviser that would be able to support my wife appropriately when I was no longer around to oversee our investments and manage our general financial affairs. I had planned on taking a step by step approach but as my confidence in Jane grew, it quickly became apparent that any decision on my pensions would have to be made in the context of our wider investments and with a view to prospective inheritance tax issues, so we conducted a full review instead from the start. The transfer of my pensions and investments was handled very well by Jane and her team, who had to overcome various administrative hurdles with my previous providers, which they did with both patience and tenacity. I now have a set of arrangements which should provide a stable framework for my wife and myself for many years to come."
"I was looking for independent advice from a regulated financial adviser. Jane gave me clear advice and there was excellent communication from her team. I am confident that I am track to achieve the goals I set out to achieve."
"I was seeking advice to create a sole tenancy from a joint tenancy. I got the best result that I could not even expect. Ellis was helpful in all cases, very attentive and understanding, and professional in her work. Everything was done professionally, more than I expected. I would recommend Ellis Fisher to everyone."
"I wanted to set up a pension draw down & I couldn’t with my provider. Emily gave me exactly what I needed, she organised the transfer & explained all the potential positives & negatives accurately."
"I was looking for an adviser who would be interested in me as a client, and who would give me honest and understandable advice regarding a trust fund. Right at the beginning, Jane was interested and wanted to help me with the problems. She gave me the confidence to make sure that I understood the advice and procedures to be taken, I always felt that I could ask her and her very efficient staff any questions as we went along. All the investments are now working as they need to"
"Having paid off my mortgage, I was looking for new ways to develop my savings and retirement plan. Jane reviewed my existing portfolio and made considered suggestions on how to improve. I have been able to see my portfolio of investments grow during a difficult investment period. I don't have to watch over it every day - I have someone who does that for me and I can get on with enjoying life."
"I wanted to sort out the most appropriate personal pension plan as a sole trader with pre-existing employer pensions. Emily looked at the detail of the employer pension schemes I already had set up and assessed their suitability for my needs. She explained what they offered and what the implications were, then explained the other options available to me. She assessed my risk appetite and then proposed a new plan option and explained what this would deliver, what it would cost and also what it would not do"
"Ellis recently organised a re-mortgage on my buy-to-let property, I found her to be very professional and easy to talk to and would recommend her to family and friends. I will be contacting Ellis again to advise me on another property in the near future."
"I recently became fully self-employed and needed to start paying into my pension and thought it would be a good idea to get some form of income protection. I am also buying a house with my partner and wanted to get life insurance. Emily talked through all the different options, looked at my current pension and was able to give advice on all the areas I needed. She was extremely easy to work with."
"We had to re-mortgage and with having so many different pensions wanted to see what options were available. Jane did a thorough search on every possible outcome for us and made sure we are now in a financially sound position moving forward. A monthly email explains how our plans are going and we now feel that we are back in control of our money."
"I inherited a sum of money and was unsure how to invest it in a way that would benefit both myself and my family. I also had three pensions which I didn't understand. Emily told me what options were available for my pensions and investments. Nothing was too much trouble. Having had professional advice on investments and my pension from Emily has lifted a weight from my shoulders."
"Leaving my previous career to begin a new business venture meant that I needed a personal pension. Emily answered my questions, explored my options with me and challenged me to think about my attitude to risk. She found a good scheme for me, arranged everything and gave me confidence that I was making the right choice."
"Our mortgage term was ending and we needed advice on the best products available, Ellis was very diligent in her research and listened to what we wanted and found the best solution for us."
Do you have any feedback about our services that you would like to share with the JNFP team?
If so, please get in touch via our Contact Us page, call 01905 779193 or email info@janenewmanfp.co.uk