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: June, 2020
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Emily is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Emily's status
Last checked: 22 March 2025
Emily is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Emily's status
28
Recent Client Reviews
Emily has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emily has received 28 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: 27 January 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.
10
Qualifications Uploaded
Emily has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Emily has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Emily has provided information on their typical fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Emily
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 7 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Emily is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Emily's status
Last checked: 22 March 2025
Emily is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Emily's status
28
Recent Client Reviews
Emily has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emily has received 28 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: 27 January 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.
10
Qualifications Uploaded
Emily has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Emily has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Emily has provided information on their typical fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Emily
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 7 first impressions)
I am a qualified Independent Financial Adviser at Jane Newman Financial Planning Limited based in Droitwich Spa in Worcestershire. We combine online state of the art financial technology to compare and recommend the most suitable financial solution to our clients and pride ourselves on building lasting relationships with our growing client base. We engage in limited advertising and the majority of our referrals come from our existing clients. We advise on Investments, Pensions, Protection and Mortgages and Equity Release. My primary focus is on helping you achieve your financial goals. I will seek to understand your objectives and deliver to your needs first and foremost. Our philosophy is that we inform and inspire our clients to make the right decisions for their financial success and we enjoy following your progress on your life journey and hope we add value to your financial decisions.
Offers available through VouchedFor
Contact Emily through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Emily's clients
Based on responses provided by clients who have reviewed this adviser
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