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  11. Jan Oliff Financial Planning

Jan Oliff Financial Planning

Independent Financial Adviser Noumena, Little Green, Broadwas, WR6 5NH
First meeting at adviser's own cost
Response rating
10/10
FCA verified
18th February 2019
Jan builds good long term relationships with clients ensuring that they always receive the best personal service and advice.
We can advise you on
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Long term care
Contact us Request a call back 01886 497968 Recommend to a friend
Meet our advisers
Jan Oliff
What our clients say
Jan has been our Financial Advisor for more than 20 years which says a great deal. Even though we now live some distance from her it makes no difference to the service we receive. It is always prompt, helpful and efficient. We struggle with the minefield that is the world of finance today but Jan always finds a way of making it understandable and accessible and she has guided us in a friendly but totally professional way and we have been entirely satisfied with the service we have received. Read her blog- Oliff info
Pat & Dermot, Portmellon, Cornwall.
I found Jan Oliff in 2012 after searching for a Financial Adviser who had particular interest and expertise in Ethical Investments. I am very motivated to invest ethically, and have found Jan very helpful and efficient and reliable. I imagine that I have a very small portfolio compared with many investors, but nevertheless Jan has always treated me and my investments in a helpful manner, and has been generous with her time. I have been pleased with the returns of my investments in the relatively short time they have been invested under her guidance, and would recommend Jan to anyone who wants to find out more about investing ethically. Read her blog- Oliff info
Rita Harrison, Herefordshire
I have known Jan for over ten years and have always found her to be trustworthy and reliable. Her advice has always been appropriate and honest. I would have no hesitation in recommending her to others. Read her blog- Oliff info
John Meredith, Failand, Bristol
Jan helped me weave my way through 'gobbledygook speak' of the financial world. This helped with my decisions. Jan is a warm non-pushy advisor with none of the 'hard sell' techniques that I have endured elsewhere in the past. Read her blog- Oliff info
Mel Harris, Worcester
Jan has looked after to us over for so many years. To include advice for Parents nursing costs, our every day financial needs,our pensions and trusts for our Grandchildren, leaving us without any financial worries through sickness and health. I am not very good at putting into words the help Jan has given us and look forward to our next meeting to ensure every thing is as it should be. Read her blog- Oliff info
Richard & Jackie Hill, Bristol
I have received prompt and invaluable advice on pensions and investments and have no hesitation in recommending her to my clients for her firm's personal and professional services. Read her blog- Oliff info
Steve [solicitor], Weston Super Mare
Above all we have really appreciated the impartiality of the advice given by Jan and that, coupled with the unfailing professionalism, means that we never hesitate to recommend her to family and friends. Read her blog- Oliff info
David & Sarah, Birmingham
Where to find us

Noumena, Little Green, Broadwas, WR6 5NH

Contact us
About us

A very experienced Financial Services Professional, Jan has provided a first class service to clients for almost 40 years, from her earlier days in London and later after moving to Bristol and starting her own firm.

Now Worcestershire & Herefordshire based she 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 that is accessible and easy.

How you can learn more about Jan ~
Jan is easily contacted
- or call-
Read her Blog-oliff info

Our services

A Boutique Approach:

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

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Authorised and Regulated by the
Financial Conduct Authority number 725129

Contact us Request a call back 01886 497968 Recommend to a friend
Contact options
Contact us Request
a call back 01886 497968 Recommend to a friend

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