Jane Newman Financial Planning Ltd - Droitwich

Angela H.

Jane has looked after our finances for a number of years, including pension planning and consolidation and financial/investment planning and advice following an inheritance. Her advice has enabled us to achieve our financial goals. She regularly reviews our portfolio and meets us in person to do so. Jane and her staff have always provided a very efficient and friendly service.

Elizabeth W.

Gordon & I have been clients of Jane since 2018. We enlisted her help when finally getting around to planning our retirement. She arrived at our house with a big smile on her face & after discussing our situation we immediately felt in safe hands. She guided us through the next few years & on Jane’s advice Gordon was able to retire in February 2020, a year earlier than planned. The pandemic hit immediately after & it was a massive relief that Gordon was safe at home after a career travelling the world. We can’t thank Jane enough & only wish we’d met her earlier!

Rosemary P.

I have been a client of Jane's since 2011. I have always found Jane very professional, but also really friendly. Jane has a knack of making me feel comfortable and confident when going through my finances. She explains everything thoroughly and clearly and has no problem answering any of my questions. Jane also asks questions of me, which make me think and puts points to me which she feels i need to look at. I would highly recommend Jane for any financial planning

John ?. B.

I first came across Jane Newman Financial Planning 13 years ago. I was looking to buy my first home. Being very unsure about mortgages, Jane took me through all the options and was open from the start.

I could tell she had my best interest at heart and helped me to financially think long term.

As my circumstances and goals changed over the years I have always been able to reach out to Jane and her team to discuss, review and see what's possible.

I have never looked back. I would not hesitate to recommend Jane Newman Financial Planning to any of my friends, family or associates.

Very professional, friendly service everytime and I look forward to working with them in the years ahead.

Bryan B.

Jane and the team have been supporting and guiding my financial decisions now for well over a decade. The regular contacts, friendly assistance and professional advise they have given me, and my partner, over the years has been invaluable in helping me to develop a much better understanding of how to make my investments work harder. All I ever really wanted was to feel financially ‘safe and secure’ in my retirement and I certainly feel that goal has been achieved. Of course, now that I am retired Jane continues to support me by ensuring that I am always fully aware of the options that are available to help further strengthen and secure my portfolio - leaving me free to enjoy myself!

Sean S.

JNFP were fantastic during our house buying process. Their Mortgage Advisor Ellis is amazing at her job and made our first time buying process nice and easy.

Would 10/10 recommend.

Thanks Jane & Ellis for all your hard work!

Arline V.

Jane has been so helpful to me after the very sad loss of my husband . we have been clients with Jane for at least 7 years. I would highly recommend her services.

Karen P.

We are extremely pleased that Jane has been our IFA for over 10 years.
Whenever we meet with her, she explains our options clearly & deals with the relevant paperwork quickly & effectively.
Following receipt of inheritance monies, Jane recommended several investments for us, all of which have increased in value considerably after only a few months!
In our opinion, the friendly & efficient service offered by Jane & her staff could not be bettered.