Jane Smith Financial Planning Limited
Financial Services • 
Olney, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 7 Osier Way, Olney Office Park, Olney, Bucks MK46 5FP, GB |
| Phone number | +441234713131 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Pensions, Financial Planning, Protection, Inheritance Tax Planning, Strategic Financial Planning, Independent Financial Advice, Cashflow Modelling |
| Founded | 2002 |
| Employees | 1-10 |
| Socials |
Key Contact at Jane Smith Financial Planning Limited
Nicola Watts
Director and CERTIFIED FINANCIAL PLANNER
Jane Smith Financial Planning Limited Email Formats
Jane Smith Financial Planning Limited uses 2 email formats. The most common is {first initial} (e.g., j@janesmithfinancial.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@janesmithfinancial.com | 66.7% |
{first name} | john@janesmithfinancial.com | 33.3% |
About Jane Smith Financial Planning Limited
As a highly qualified financial planning service with family values, we’ve been helping clients achieve financial security for over 25 years. Founded in 1994 by Jane Smith, keeping our clients at the heart of what we do has been a long-standing tradition. With this in mind, we take the time to get to know you – your lifestyle, as well as your hopes, fears, concerns and aspirations for yourself and those closest to you – before we give you any advice. Our vision is to provide meaningful and expert financial planning, so you can rest knowing that the future is secure for you and your family. Most people that come to us for advice are well-established professionals who are at a point in life where things are starting to change. Children may be approaching further education, for example, or have already flown the nest, and thoughts of exploring new options – including retirement – are coming to the forefront. Alongside Nicola Watts, our Certified Financial Planner, is a team of highly-qualified and experienced women who all have the same vision – to help you find financial security. We’re proud to be recognised by our industry peers – nationally and internationally – for exceptional service and professional excellence, including CISI accreditation, CII Corporate Chartered Status and inclusion as a New Model Adviser Top 100 Firm since 2016.
Jane Smith Financial Planning Limited revenue & valuation
| Annual revenue | $500,000 |
| Revenue per employee | $100,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Jane Smith Financial Planning Limited has never raised funding before.
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