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
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Read her Blog -oliff info
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