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-<phone number hidden>
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
Noumena, Little Green, Broadwas, WR6 5NH
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.