0330 038 8940
Based in Droitwich
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2018
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 March 2025
Jane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
15
Recent Client Reviews
Jane has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jane has received 15 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Jane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Jane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jane has provided information on their typical fees
Jane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
27
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Jane (based on 27 first impressions)
89% of users who are not yet clients had a positive first experience with Jane
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Jane (based on 27 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Jane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 March 2025
Jane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
15
Recent Client Reviews
Jane has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jane has received 15 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Jane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Jane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jane has provided information on their typical fees
Jane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
27
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Jane (based on 27 first impressions)
89% of users who are not yet clients had a positive first experience with Jane
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Jane (based on 27 first impressions)
I qualified as an Independent Financial Adviser in 1994 and now have over 30 years’ experience in the financial services industry, having taken a career break whilst having my children. I can provide advice on pensions, investments and savings, mortgages, protection and estate and inheritance tax planning. I am lucky to work with a team of seven assistants, a Financial Adviser and a Mortgage adviser, together we run a competent, paperless office. We pride ourselves on being readily available to all our clients and help them build the financial success they deserve using state of the art technology and reporting tools. Outside of the work environment, I enjoy walking my dogs and playing tennis.
Offers available through VouchedFor
If you choose to receive advice from Jane after contacting them through VouchedFor then they will discount their fees by £100.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jane's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Jane Newman Financial Planning Limited are authorised and regulated by the Financial Conduct Authority under number 832988 and registered under company number 07685406.