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Money Honey Financial Planning

Independent Financial Adviser  20-22 Wenlock Road, London, Greater london, N1 7GU
First meeting at adviser's own cost
Chartered Financial Planner with over 30 years experience. Pension transfer specialist. Focused on long term, strong relationships. Advice over video-conferencing.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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SIPPs
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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Investing for income
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Socially responsible investments
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Estate planning
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EEA
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Rest of world
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Jane Hodges
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Chartered Financial Planner
What our clients say
What were the circumstances that caused you to look for a financial adviser? Opportunity to release a pre employment pension fund that was no longer being contributed into. As I am still in employment with the existing take over company this allowed me to release funds into my estate and take control of the future investments with support from Jane. How did Jane Hodges help you? Explaining in detail the pros and cons around share portfolio investments, the risk involved and being prepared if it didn’t work out as planned. Advised in contingencies against to much risk but also offers advice for the benefits of risk. The shear amount that I didn’t know was explained in detail and in language that I understood and kept in. Have you seen the outcome you were hoping for? The outcome is now better than I expected because of the knowledge I now have and how to explore and grow those opportunities, whilst being armed with the guidance and support to manage investments. What could they have done better? Possibly advised from the outset to a newby like myself the shear amount of learning and documentation required, this is only from my experience as I was trying to listen and learn dutiable work time and breaks but this really needs a clear head and dedicated quiet time with Jane. This lesson is now learnt by me, very time we have an appointment in future I will be 100% focused.
Mark H, Cheltenham
What were the circumstances that caused you to look for a financial adviser? I am 62 and had no idea what my financial position would be after retirement. How did Jane Hodges help you? With every aspect establishing my current income and outgoings; locating my multiple pensions and evaluating their value for money and advising on options; a cash-flow planner Have you seen the outcome you were hoping for? Yes and I will continue to work with Jane as my circumstances evolve What could they have done better? Nothing - jane was very patient with my lack initial lack of understanding of all things pension planning and I came to understand my position and the choices I have which is very empowering
Sue M, Bromley
What were the circumstances that caused you to look for a financial adviser? I have been looking at transferring my deferred Local Government pension over a long period of time. I approached Jane to look at this for me. How did Jane Hodges help you? Jane was extremely approachable and very thorough in reviewing every aspect of potentially transferring my deferred pension. We discussed the situation in great depth to ensure that no part was overlooked and that I was fully aware of the situation. Have you seen the outcome you were hoping for? Yes What could they have done better? I really do not think Jane could have done anything more, she was thorough all the way through.
Katie S, Chippenham
What were the circumstances that caused you to look for a financial adviser? I need an IFA to guide me through the transfer of a final salary pension to my SIPP. How did Jane Hodges help you? Jane provided me with a very comprehensive, ground up view of the pros and cons of a transfer. She and her team were very thorough and professional and were always on hand to answer queries and address issues. Jane was clear and frank about the issues I faced when she needed to be and at no time was steered by my views or intentions - in short, she gave me completely professional and impartial advice. I shan't hesitate to use Jane again when I need additional financial advice about my retirement. Have you seen the outcome you were hoping for? Yes. What could they have done better? I am not sure that she could have done anything better. My request was fairly straightforward and I think Jane has probably provided the same to many other clients, so it was a trouble free process.
Simon H, London
What were the circumstances that caused you to look for a financial adviser? I had to find a Financial Adviser that dealt with Pension Transfers How did Jane Hodges help you? We spoke at first, whereby she listened to what I want, then she informed me of the pros and cons of a Transfer, the implications and before starting the ball rolling, ensure that I was clear on what I could expect Have you seen the outcome you were hoping for? Yes, I have and that is thanks to Jane and her staff. Prompt and quick detailed responses to queries and questions every step of the way What could they have done better? There is nothing that could have been done better, the service was excellent and thorough
Colleen L, Waltham Forest
What were the circumstances that caused you to look for a financial adviser? I needed access to my pension fund. After a PensionWise appointment I decided which option to go for. My provider told me that I would need to transfer elsewhere. I researched the market and chose a new provider. In order to complete the transfer I needed to obtain independent financial advice. I contacted several IFAs and for various reason none of them were able to work in this way. How did Jane Hodges help you? Jane reviewed my circumstances, advised me on my options and agreed with proposed transfer. Have you seen the outcome you were hoping for? Yes What could they have done better? No. She was perfect!
Chris C, Devon
What were the circumstances that caused you to look for a Financial adviser? We needed someone to advise on a mortgage. How did Jane Hodges help you? Our case was not a straightforward one, but Jane took the challenge on with both hands and ensured that we looked at all our available options. She helped us get the best deal we could, ensuring we were kept up to speed every step of the way. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Nothing
Sian Reed, Redhill, Surrey
What were the circumstances that caused you to look for a Financial adviser? A complicated situation bringing 3 family units together. This involved house purchase, long term financial planning and much more. How did Jane Hodges help you? Jane spent a great deal of time researching, and offering different scenarios for us all to consider. What is your current situation? Have you seen the outcome you were hoping for? Absolutely. What is fantastic is that Jane kept us fully informed, offered us options we had not even considered and happily went through all options available at a pace we felt was ideal for our minimal knowledge of finance. What could they have done better? I can’t think of anything Jane could have done to improve her service. A total professional who left no stone unturned. I would recommend her services without hesitation!
Frances Hartigan, Surrey
What were the circumstances that caused you to look for a Financial Adviser? A particular event. I became ill, with a brain tumor. I started to plan to take early/ill health retirement and need advise. Also, my Mother died and I wanted advice on investing the inheritance. How did Jane Hodges help you? Jane very quickly understood my needs and was very supportive. She explained all aspects of my circumstances, including some I hadn't even thought of my self, in a very knowledgeable and clear way.I was a bit overwhelmed by all the different aspects of my finance but Jane has made it much more understandable and stopped me from worrying. What is your current situation? Have you seen the outcome you were hoping for? We are still working on it, and waiting for probate and other things to come through, so I am unable to answer this question at the moment. What could they have done better? So far, nothing, and I am confident of a positive outcome.
Nick Jackson, Tottenham
What were the circumstances that caused you to look for a Financial adviser? I needed to review my pension situation as I had a combination of SIPPS, ex-employer pension schemes, and current employer pension scheme. How did Jane Hodges help you? She very thoroughly reviewed my financial situation (current and future) to help me decide whether to transfer my previous employers' deferred pensions to a SIPP. Very clearly took me through all the options, and the impacts on me and my family. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? No, I really don't think so. Friendly, very clear and concise.
Mark B, Newbury, Berkshire
What were the circumstances that caused you to look for a Financial adviser? I am approaching retirement - aged 58 - and needed help to rationalise five pensions accumulated over the years. I also have a buy to let property and wanted advice on re-mortgaging and the merits of sale vs rental. I also wish to transition into online work and move to Spain with my husband and was seeking advice about how the financial ramifications of this and how it might be achieved, alongside planning longer term for my retirement income. At the time, I had received some initial advice from a financial advisor, however although his input was very good, his charges reflected the fact that he worked for a larger company and that he made face to face visits. Following a lengthy conversation with Jane, in which she explained fully how her online financial offer differed, I realised that this approach enabled her to provide clients with excellent advice and support at very competitive fees, because all the work is done through telephone calls, video conferencing and email. It also became evident in the conversation that Jane was thorough and highly experienced and would be able to help with what had at times seemed like a rather difficult set of financial circumstances. Following our initial conversation, a family member approached me with some very challenging financial issues around pension and income management, so I referred him to Jane last year. He was both relieved and delighted with the advice he received. I subsequently decided to move to Jane myself and have been very impressed with the way her company works. How did Jane Hodges help you? Jane helped by enabling me to have a conversation about the bigger picture financially and how I would be able to move forwards from my current situation. She explained the different types of investments in a way that I could clearly understand and talked me through the various complexities of rental vs investment and the ways this can be managed. What is your current situation? Have you seen the outcome you were hoping for? We are in the process of working on the way forward and I am confident, in the light of the high quality of the online portal, the client agreements and the conversations I have had with Jane, that we are working towards a grounded plan in which I will be far better informed and will be supported in making choices in line with my aims. What could they have done better? At this point, I am very satisfied with all aspects of the service Jane offers and impressed with her knowledge and the quality of the service.
Anita Sawyer Vasan, Colliers Wood, London
What were the circumstances that caused you to look for a Financial adviser? I was in two minds to take money out of a well funded DB scheme so needed some very good advice. How did Jane Hodges help you? Jane was terrific! The information provided was detailed but clear to understand. She gave me her opinion quickly but it was obviously well thought through. We were on a tight deadline and I could reach her at times to suit me and we got to conclusion on time. What is your current situation? Have you seen the outcome you were hoping for? Certainly!. What could they have done better? Genuinely......nothing!
Brian Sims, Bristol
What were the circumstances that caused you to look for a Financial adviser? Looking for professional services to advise on a final salary pension transfer. How did Jane Hodges help you? Provided very high quality advice suited to my personal circumstances. What is your current situation? Have you seen the outcome you were hoping for? Absolutely. What could they have done better? Nothing could have been any better
Olivia K, Sowerby Bridge, Yorkshire
What were the circumstances that caused you to look for a Financial adviser? I wanted to set up a regular annual review of my investment portfolio. How did Jane Hodges help you? Jane did a thorough assessment of my needs and attitude to risk, and put together a cash flow forecast for various scenarios. She was happy to provide a tailor made service which was suited to my requirements and experience. She gave me some general guidance on how I could make my portfolio more tax efficient and about estate planning. What is your current situation? Have you seen the outcome you were hoping for? I am very happy with the outcome. Jane made me think again about contributing to my SIPP (for which I'd stopped contributing to since taking early retirement), which should hopefully result in a higher income in retirement.We will also be looking at setting up powers of attorney, and will consider making our wills more tax efficient. At my request no specific products were recommended. What could they have done better? Jane gives all her advice remotely via VC and uses an secure electronic system to communicate with her clients. We had some teething problems with the technology but these were quickly resolved.
Rob Carver, Chelmsford
What were the circumstances that caused you to look for a Financial adviser? I was looking for a pensions advisor to help review my disparate pensions and especially my multiple defined benefit pension schemes to bring them under a single manageable portfolio. How did Jane Hodges help you? Jane provided me with the necessary information on which to make my decisions - by showing me the advantages and disadvantages of converting my existing DB schemes into a single SIPP. She provided me with clear and easily understandable information about how moving from a DB schemes to managing my own pension with a SIPP could affect my eventual pension pot and payout.She also helped identify an appropriate SIPP provider and open the account and ensure that all obligations were met to ensure a smooth transfer. What is your current situation? Have you seen the outcome you were hoping for? The advice helped me with the decision to move my funds across to my SIPP. The big differentiator from other IFAs is that she uses modern technology very well has a great platform for secure communication and transfer of information and documentation which makes the process very efficient. Also her product is very flexible and she only charges for what is needed and therefore makes her very cost effective.
Shitul S, London / Singapore
What were the circumstances that caused you to look for a Financial adviser? Decision whether to transfer my pension scheme from final salary to SIPP. How did Jane Hodges help you? Talked me through all the pros and cons. Confirmed my risk appetite. Got to know me by fact finding my circumstances were and what my were my objectives. What is your current situation? Have you seen the outcome you were hoping for? Yes definitely. It was a clear process and Jane kept me engaged through the whole journey. What could they have done better? I honestly cannot think of any improvements from my perspective it worked very well.
Nicola B, Gloucester
What were the circumstances that caused you to look for a Financial adviser? Money Honey have been very helpful with my pension, Very responsive and nothing is to much trouble. How did Jane Hodges help you? I wanted to encash my pension and move it to France where I live, Jane did a lot of research and found that I would be better off moving it to another pension plan. Jane took great pain to explain to me the ins and outs in simple language so that I would understand things clearly. What is your current situation? Have you seen the outcome you were hoping for? To be seen... What could they have done better? For me nothing. Keep up the good work
Bryan W, Pornichet, France
What were the circumstances that caused you to look for a Financial adviser? I needed assistance in looking at two final salary pension schemes. How did Jane Hodges help you? Reviewed both and did a full assessment of my requirements, risk appetite etc. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? N/A
P Vaughan, Wiltshire
What were the circumstances that caused you to look for a Financial adviser? I wanted to transfer a final salary pension so I could have control over my own finances. How did Jane Hodges help you? She understood my priorities on why I wanted to transfer my pension when many other Advisors in the past had ignored what I wanted to do and told me it was too difficult to do the transfer.She did a risk analysis with me to determine the level of risk I was prepared to take in order to ascertain which pension to transfer into.She gave me the choice to have manual or electronic communication with her. I chose electronic which meant every issue / query was dealt with in a speedy mannerShe completed a full report with excellent recommendations behind the rationale to transfer.She dealt with all paperwork for the transfer and answered any concerns I had in a manner I could easily understand. What is your current situation? Have you seen the outcome you were hoping for? Absolutely - she did a magnificent job within a very short transfer deadline. What could they have done better? There was nothing Jane could have done better
Patricia Brown, Swindon, Wiltshire
What were the circumstances that caused you to look for a Financial adviser? Jane was recommended to ourselves as our existing adviser could not deal with our future pension planning as we are now living abroad. How did Jane Hodges help you? Jane was tremendous in advice provided in difficult circumstances as our current pension plan was due to expire so timescale was very tight in dealing with our request. Needless to say we had been trying to resolve the situation with our previous pension provider for some months. What is your current situation? Have you seen the outcome you were hoping for? Yes, regular contact maintained throughout the whole process. Any questions or concerns were dealt with promptly. What could they have done better? No suggestions
Pauline Mett, France
What were the circumstances that caused you to look for a Financial adviser? Wishing to look in to a DB transfer and being let down badly by previous adviser. Jane was recommended to me by a colleague and friend. How did Jane Hodges help you? Jane picked up the baton and delivered a fantastic service, really understanding what I was looking for, taking time to get to know my requirements and providing me with all the facts I needed to help me make my decision. What is your current situation? Have you seen the outcome you were hoping for? Absolutely. What could they have done better? In Janes case, I really don’t think there is anything she should change. Her model is perfect for me, using technology to deliver a fantastic service and never forcing or coercing me to do what she wanted me to do.
Valerie Bruce, Bo'Ness, Falkirk
What were the circumstances that caused you to look for a Financial adviser? Dissatisfied with our current adviser and were looking to reduce the charges we were paying. How did Jane Hodges help you? Jane understood our needs and what we wanted to achieve. She explained everything carefully and thoroughly. As we are in our seventies she was very patient answering our questions. We felt she listened and was caring in her responses to our questions. She was always available to answer any questions we had. What is your current situation? Have you seen the outcome you were hoping for? Jane has reduced the charges we were paying our previous financial adviser quite significantly without having a detrimental impact on our investments.All the products she recommended fitted our risk profile and as result we have taken her advice and adjusted our investments accordingly. What could they have done better? I can't think of a thing that Jane could have done better. She was prompt in her responses to us and explained everything over and over until we understood. She did not pressurise us at all and was clear that we could reject her advice at anytime.
Roger Cowen, Braintree, Essex
What were the circumstances that caused you to look for a Financial adviser? I have a need for capital now I order to renovate my new (but old) house and barn and I wanted to look at the possibility of coming out of my existing pension scheme in order to do this, and investing the remainder in a private scheme. How did Jane Hodges help you? Jane undertook a thorough review of all of the options and scenarios bearing in mind my wishes, and made an objective recommendation having talked me through all of the risks as well as the advantages. What is your current situation? Have you seen the outcome you were hoping for? Yes - I have now transferred my pension into a new scheme and am able to use 25% of the sum tax free to renovate the house. What could they have done better? I have no suggestions for improvement. Jane did a great job in a short timescale and worked extremely hard
N Merriman, Hastingleigh, Kent
What were the circumstances that caused you to look for a Financial adviser? I was considering a transfer out of my defined benefits pension How did Jane Hodges help you? Jane provides a wealth of information and guidance to assist me in my choices. She was very understanding of my circumstances and worked with the utmost urgency given the strict deadlines What is your current situation? Have you seen the outcome you were hoping for? Yes What could they have done better? I couldn’t fault Jane and would highly recommend her
J Green, Yorkshire
What were the circumstances that caused you to look for a Financial adviser? Transfer DB pension to SIPP How did Jane Hodges help you? Provided required advice on move and ran a number of financial scenarios What is your current situation? Have you seen the outcome you were hoping for? Yes What could they have done better? Nothing, Jane was very responsive to e-mails and provided high-quality documentation
S Vance, Sete, France
What were the circumstances that caused you to look for a Financial Adviser? I had inherited a pension and needed help moving this from the original provider (Prudential) into a suitable beneficiary SIPP. How did the financial adviser help you? Jane offered a flexible service to assist me in placing this money in a suitable platform. This took a great deal of hassle off my hands. She also provided investment advice and how I might look to invest the funds. What is your current situation? Have you seen the outcome you were hoping for? Yes. I have the money in a suitable platform that I can control and have been given instructive guidance on how I might invest that money. Jane has a very flexible approach from limited advice and execution to a full advice package.
S Gore, London
What were the circumstances that caused you to look for a Financial Adviser? I had a number of interrelated financial opportunities and challenges. I needed someone who was qualified to take a view and interpret the complexities to achieve the most effective solution. More importantly, to then recommend and more discuss the implications of how to achieve this. How did the financial adviser help you? Jane, unlike a number of advisors from larger, vanilla firms was happy to listen to the issues in detail and approach the subject matter from a Personal perspective conducting a thorough review of my circumstances, my required solution, and carried out a thorough analysis of market, products from a solutions perspective whilst clearly highlighting the risks and benefits of various courses of action. This was a breath of fresh air compared to the fee first, risk averse, generic approach from other advisors spoken to whilst researching the advisor market. What is your current situation? Have you seen the outcome you were hoping for? I have been delighted by the approach of Jane and her team, and while the process is still ongoing I have the utmost confidence that Jane and the Money Honey team are working in my, not their best interests. Its been a breath of fresh air. What could they have done better? Everything ran smoothly. One tiny point from a technical perspective. Just a possible addition to the excellent MHFP portal to capture details of other types of assets ( maybe a free type descriptive field).
Steve T, Gloucestershire
What were the circumstances that caused you to look for a financial adviser? I needed to transfer my defined benefit pension into a SIPP due to the extremely low level of gilt yields and my need to have flexibility/ How did Jane Hodges help you? From start to finish. Have you seen the outcome you were hoping for? 100% What could they have done better? She was perfect
Paul L, London
What were the circumstances that caused you to look for a financial adviser? I have a DB pension which I was looking to transfer so as to release funds. How did Jane Hodges help you? Jane gave me all the help and advice I needed to make a decision. Have you seen the outcome you were hoping for? It's still ongoing but it's looking positive. What could they have done better? I think everything was done correctly so nothing could be improved.
Tony G, Alicante
What were the circumstances that caused you to look for a financial adviser? I was looking for advice in relation to a pension from a previous employer with a view to transferring the sum into another pension pot I already have. How did Jane Hodges help you? Jane looked at the figures involved, calculated my future financial requirements and considered a number of possible future scenarios. Have you seen the outcome you were hoping for? The final report summarised the alternative outcomes, and the recommendation matched my needs and requirements exactly. What could they have done better? I was very happy with the paperless interactions with Jane, and use of online solutions; therefore I don’t feel that there was anything Jane could have done better!
Nigel C, Saffron Walden
What were the circumstances that caused you to look for a financial adviser? Transferring my pension, where I can take a tax-free lump sum and re-invest the remaining funds. How did Jane Hodges help you? Jane explained the risks and benefits of transferring the pension, of both keeping it where it was, or transferring it, in plain English that was easy to understand. Have you seen the outcome you were hoping for? Hopefully ( still ongoing ) What could they have done better? I think Jane was clear and precise at all times, can't think of anything Jane could have done any better than she did.
Steve D, Cheltenham
What were the circumstances that caused you to look for a financial adviser? I have a small defined benefit pension and wanted to move it so I could use it to drawdown additional income now instead of waiting until my normal pensionable age. To do this I was obliged to use the services of an IFA who was registered to advise on pension transfers. I spoke to 4 others before talking to Jane. As soon as I explained my circumstances Jane was incredibly supportive. How did Jane Hodges help you? Jane could see what advice I would need and explained the process very clearly. She outlined how things would work and gave clear information about fees. There was no pressure just clear facts and explanations. The service was excellent, fast and Jane answered all my questions and gradually built up a picture of my financial position. She was able to understand my personal circumstances straight away and took the time to explain every step. She gave me confidence. Have you seen the outcome you were hoping for? Yes What could they have done better? Can't think of anything additional.
Sally H, Rugby, Warwickshire
About us

Accumulate wealth, not fees ...with a choice of services.

We can provide you with guidance, self-service or a full-advice service, so you can choose exactly what suits your knowledge and experience and your budget. You can work with us as a one-off, or you can retain us, so then become your long-term advisor, always looking after your interests.

We specialise in helping you with the complexity of using your savings and assets to provide the income and the security you require as you move from full-time work to full-time retirement, and all the stages in-between. We take into account your later life needs and construct financial plans to enable you to pass on your hard earned life savings to future generations effectively and tax-efficiently.

Money Honey’s award winning service is different as we offer an entirely digital experience utilising the internet, video-conferencing and secure communications that allow us to keep our fees permanently low and this enables us to provide an efficient service, without having to pass on the usual fixed costs of plush offices, printed brochures and other overheads. All of this means we can offer you substantial savings as long as you are happy to work like this.

Our services

Unlike many advisors, we start our services at £500 for the first stage of an advice process- which will involve building your profile, assessing and providing an Attitude-to-Risk report, carrying out your baseline lifetime cashflow model and a short report on areas you should be considering. You can then choose whether to go further and receive a full personal recommendation and/or ongoing support.

I can also offer FCA regulated advice to UK expats in Europe, Australia and New Zealand.

Our special offer includes the first consultation to see if this could help you and 30 mins of free guidance.

Where to find us
Head office address: 20-22 Wenlock Road, Greater London, London, N1 7GU
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Special offers
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Advice methods
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Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020

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