Jan Oliff Financial Planning
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Estate planning
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Business
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
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Long term care
- Long term care
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Mortgages
- Equity release
- Home reversion
Noumena, Little Green, Broadwas, WR6 5NH
A very experienced Financial Services Professional specialising in ethical, sustainable, ESG investing.
Jan has provided a first class service to clients for almost 40 years and continues to care for many of those clients' investments and financial planning needs.
Business is client-centred and, for that reason, Jan is careful to maintain a client portfolio that enables her to provide the professional service that clients demand and deserve.
Jan's service is more than just about make an investment or set up a pension - issues like trusts and tax shelters, long term care, your preferences and personal objectives all needing careful consideration.
Make a carefully considered choice when seeking advice in such important matters.
No gimmics, just good honest advice with regular contact and service. This starts with an exploratory meeting to establish how we can meet your financial goals and still maintain your values.
How you can learn more about Jan ~
Jan is easily contacted
- or call-
Read her Blog -oliff info
A Boutique Approach focused upon ethical, sustainable, ESG investing:
Jan constantly adapts her business to fit the way it best serves clients. Listening and understanding she works on your behalf.
Jan is also a member of the Ethical Investment Association and many of her clients have come to her because of her experience and commitment to sustainable investing.
Honesty and ethics underpin Jan’s standards and she appreciates that her clients are open and honest with her.
And an annual review meeting continues to keep her clients' portfolios up to date giving clients ongoing peace of mind
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