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  11. Jane Newman Financial Planning Limited

Jane Newman Financial Planning Limited

Independent Financial Adviser  10 St Andrews Rd, Droitwich Spa, Worcestershire, WR9 8DN
First meeting at adviser's own cost
At Jane Newman Financial Planning we have an all female team ready to assist clients, new and existing with their immediate and future financial needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
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Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MRS Jane Newman Dip FA
Managing Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Accreditations
Certified Financial Planner
Miss Emily Newman
Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner
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
About us

We are an independent, whole of market financial advising firm 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 are two financial advisers and one mortgage adviser with many years combined experience professionally supported by a team of administrators. We welcome clients with all levels of wealth and most new clients are recommended from our existing client base

Our services

Our primary focus is to help you achieve your financial goals. We take the time to listen to your needs and concerns and then plan using all the modern systems available to us how we are going to achieve your goals. Our expert advisers 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.

Where to find us
Head office address: 10 St Andrews Rd, Hadzor, Droitwich Spa, Worcestershire, WR9 8DN
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 1st March 2021

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