Introduction

Proud to be Independent
For over 30 Years Jan has provided a first class service to clients from her earlier days in London and later after moving to Bristol and starting her own firm.

In 2010 she moved to Worcestershire where she works with clients with every day personal needs and in business and other professionals.

Jan believes that business is client-centred and, for that reason, is careful to maintain a client portfolio that enables her to provide the professional service that each demands and deserves.

It’s what our clients say that matters most:

  • Jan helped me weave my way through ‘gobbledygook speak’ of the financial world …
  • Jan has looked after to us over for so many years. To include advice for Parents nursing costs, our every …
  • I am very motivated to invest ethically, and have found Jan very helpful and efficient and reliable. I imagine that …
  • Jan has been our Financial Advisor for more than 20 years which says a great deal. Even though …

read testimonials here

Financial advice – ESG – that sees the future as sustainable investing; keeping ethical in vestment issues in mind and caring about company governance.

Jan’s is independent advice.
She is responsible to no one except her clients and the regulator.

Read Jan’s November 2020 newsletter and discover that ESG, tailored to your preferences, can match and even out-perform standard investment portfolios.

It also means that you get good ongoing advice and monitoring from Jan who is readily available to answer your questions and give feed back.

Jan works with clients in Worcestershire, Herefordshire, Gloucestershire and Bristol. Based in Broadwas she is close to Worcester, Malvern and Bromyard.

Please remember, as with all investing, there are no guarantees

CONTACT JAN  .  .  .


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NEWSLETTERS - Jan sends these out 4-6 times a year