Introduction

Proud to be Independent

For over 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.
She now advises clients in Bristol, Surrey, Oxfordshire, Worcestershire,
Gloucestershire, Dorset, Cornwall and Cardiff ~ 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.
Jan can be contacted:
mobile 07967 500 384
at her office 01886 88 66 12
… 0r use the form below


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.

read testimonials here


Financial adviceESG – that sees the future as sustainable investing;
keeping ethical investment issues in mind; caring about company governance.
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.

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.
You can contact on her mobile 07889 146 420.


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 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
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

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

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  .  .  .


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