Proud to be Independent*
For more than 40 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.
As big firms get bigger and bigger
– smaller experienced firms are gems in the wilderness of advice
– able to commit to excellent personal service and availability.
Jan now advises clients in Bristol, Somerset, Surrey, Oxfordshire, Worcestershire, and Gloucestershire ~ and many places in between
~ 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 client demands and deserves.
* NOTE: Firms who are tied or limited in the depth of their advice
are usually called RESTRICTED – restricted advice.
Whereas properly independent advisers, like us, source solutions
from the whole of the market, giving you often better outcomes.
Jan can be contacted: 07967 500 384 … 0r use the form below
What are the Benefits of Taking Advice from a Small Firm?
PLEASE CLICK HERE
We avoid a flashy web presence that impresses but means little;
good information and to the point – helps decision-making easier,
simple contact and clear details.
We are real people, not a marketing invention.
It’s what our clients say that really matters to us …
- I am very motivated to invest ethically, and have found Jan very helpful and efficient and reliable.
I imagine … - Jan has been our Financial Adviser for more than 20 years, which says a great deal. Even though …
- Jan has looked after us over for so many years. To include advice for Parents nursing costs, our every …
- Jan helped me weave my way through ‘gobbledygook speak’ of the financial world
- Thank you so much for your kindness and wisdom. I was telling my friends about what you had said and they said that you sound like an extraordinary person- and I think you are one of the people in life who have an impact on people in ways you might not realise.
Later life advice
What do you do with all that value built up, in your home?
Pass it onto the generation – yes, if you have family that you care about
and is often top of the list.
But you can also consider some Equity Release, provided you take good
experienced advice and involve an experienced professional in considering
the impact upon inheritance.
It is not selfish to ensure that you have a comfortable retirement and it
is not impossible to consider dependents at the same time.
Ask Jan to tell you more about Equity Release options.
Financial advice – ESG – that sees the future as sustainable investing;
keeping ethical investment issues in mind; caring about company governance.
Best ESG financial advisers in the Bristol Area
More than just reading about it, Jan lives the ethical ethos and is passionate about life being in step with important principles.
Ask your adviser to explain ESG, and then talk to Jan and get a better understanding and see how you, also, can support the principles whilst continuing with such good investment
Jan’s advice is independent advice.
She is responsible to no one except her clients and the regulator.
Discover how 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, supported by Pat, works with clients in Worcestershire, Herefordshire,
Gloucestershire and Bristol, Oxford, London and South Wales.
Our ESG commitment, click here
–Please remember, as with all investing, there are no guarantees
Jan uses Zoom as well as telephone and eMail, for easy and safe
communication, meaning that she and clients do not need to travel miles to
talk on every occasion. Meetings are organised to suit each individual and
are face to face when that would be better.
Pat is a key member to our business team
She joined us in 2021.
Pat is an excellent first contact for the issues
around Later Life Care, having worked in the
Health Care sector in Worcester.
Advising on Later Life Care
The complexities of the many decisions you or your family may need to face
when looking at issues such as care funding matters or whether equity release
is the right thing for you, need careful and considered advice.
Financial advice should help you make clear and informed decisions, knowing
that you have had the information and choices presented to you in a way that
helps you make the best choices and decisions for you or for a family member.
What stops people from seeking financial advice?
Do I really need an adviser?
Maybe you have yet to find the value of experienced support as well as the quality of advice.
Choosing the right personal insurance you need, applying and then claiming . . . . . . and all the hassle when you don’t need it?
We don’t just give advice – we also hand hold, when needed, to make queries and claims much less stressful.
***
Financial firms accused of adding to pain of vulnerable customers
People dealing with critical illness, later life needs or bereavement say poor customer service at insurers and banks often puts them through a new ordeal
https://www.theguardian.com/money/2022/nov/14/financial-firms-accused-of-adding-to-pain-of-vulnerable-customers
Income protection
Do I need to consider protecting my income in the even of ill health?
Click here – http://www.oliff.info/3035
Useful information on legal issues . . . READ HERE
We offer Cash Flow Planning
TRANSITION INVESTMENT INTO RETIREMENT PLANS
– part of our service to clients at no extra charge
If you are not a client and would like us to do
a cash flow plan with you . . .
please contact Jan - below . . .
CONTACT JAN . . .
Green Financial and Later Life Equity Release with very experienced
Personal Advice across
Worcester; Malvern; Ledbury; Oxford; Bristol; Bath; Clevedon
– and all in between