Jane Newman Financial Planning

Independent Financial Adviser Gaudet Luce Golf Club, Middle Lane, Hadzor, Droitwich, WR9 7JR
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Call today to book a slot with our adviser to discuss your short and long term financial goals.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Corporate pension
    • Employee benefits
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Rest of world
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Jane Newman Dip FA
Adviser
What our clients say
Jane offers a professional and efficient service, giving us advice regarding pensions and investments in a straight forward, easy to understand way.
Sharon, Exmouth
I’ve been extremely happy with the service provided by your firm. It has been a painless process that has progressed exactly as you initially advised.
David R, Cardiff
I have been using Jane Newman Financial Planning for 7 years for all aspects involving personal finance, and I am delighted in what they have done for me. They are an extremely professional team who are totally dedicated in achieving the best for their clients.
David S, Stanford Bridge, Worcs
Very helpful, speedy and professional service. We will definitely want to use your service again.
Sharon B, Worcester
Where to find us

Gaudet Luce Golf Club, Middle Lane, Hadzor, Droitwich, WR9 7JR

Contact us
About us

We are independent, whole of market financial advisers allowing us to advise on financial products from a range of providers. We are based in the beautiful countryside in Worcestershire at Gaudet Luce Golf Club. There is one adviser with many years experience professionally supported by a team of administrators. We welcome clients with all levels of wealth and most come from referrals from our existing client base.

Our services

Our primary focus is on helping you achieve your financial goals. Our expert adviser will look to understand what's important to you and your family and help you achieve this. Our philosophy is that we inform and inspire our clients to make the right decisions for their financial success and understand the choices available to them.

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

Jane Newman Financial Planning Ltd is a trading style of SN Financial Services who are authorised and regulated by the Financial Conduct Authority under number 231014.

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