1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. West Midlands
  6. breadcrumb-arrow
  7. Worcestershire
  8. breadcrumb-arrow
  9. Droitwich Spa
  10. breadcrumb-arrow
  11. Jane Newman Financial Planning Limited

Jane Newman Financial Planning Limited

Independent Financial Adviser  10 St Andrews Rd, Droitwich Spa, WR9 8DN
First meeting at adviser's own cost
At Jane Newman Financial Planning we have a team ready to assist clients, new and existing with their immediate and future financial needs.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy to let
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 17th January 2022
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
Mrs Joanne Bates
Mortgage & Protection Adviser

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.

Mrs Joanne Bates
Mortgage & Protection Adviser

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.

What our clients say
Very helpful, speedy and professional service. We will definitely want to use your service again.
Sharon B, Worcester
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
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
Jane offers a professional and efficient service, giving us advice regarding pensions and investments in a straight forward, easy to understand way.
Sharon, Exmouth
About us

We are an independent, whole of market financial advising firm allowing us to advise on financial products from a range of providers. 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, WR9 8DN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    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
check
FCA authorised
Last authorised 17th January 2022

Similar advisers near you

Fairstone Financial Management Ltd
Independent Financial Adviser 0.25 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile
SN Financial Services Ltd
Independent Financial Adviser 0.32 mi
At SN Financial we have a dedicated Wealth Management Team who guide our clients through their Savings and Investment requirements and offer investment advice. Using state-of-the-art market comparison technology we are able to analyse the investment opportunities available, including key indicators such as performance, risk and capacity for loss tolerance. Because we deal with a variety of providers, this enables us to produce documents and make amendments online without the delay of post and/or company timescales.
 
See profile
The Private Office
Independent Financial Adviser 0.64 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
AFH Wealth Management
Independent Financial Adviser 4.91 mi
As a highly experienced, financial services professionalI, I pride myself in being able to provide a bespoke global investment proposition in a personal and friendly manor, one that is truly independent and built on trusting long term relationships.
 
See profile