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 investment 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 July 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. She is based in Broadwas, within easy reach of Worcester, Malvern and Bromyard.

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 you, 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 or bereavement say poor customer service at insurers and banks often puts them through a new ordeal

Income protection
Do I need to consider protecting my income in the even of ill health?
Click here –

We offer our clients Cash Flow Planning for no charge
If you are not a client and would like us to do a cash flow plan with you,
please contact Jan – below . . .

Click this link to register as an interested client
or the form below for more information

Our ESG commitment here
Please remember, as with all investing, there are no guarantees

CONTACT JAN  .  .  .

Contact Jan - for main page
NEWSLETTERS - Jan sends these out 4-6 times a year