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 Worcester 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

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