Jane Newman Financial Planning Ltd 10 Saint Andrews Road, Droitwich Spa, Droitwich WR9 8DN
About the Business
Welcome to Jane Newman Financial Planning Ltd, a trusted institution committed to providing top-notch financial planning services to individuals, families, and businesses in Droitwich and beyond. We are conveniently located at 10 St Andrews Rd, Droitwich WR9 8DN, United Kingdom, and are easily accessible by road or public transport.
Our establishment prides itself on being a reputable finance institution that offers tailored solutions to meet the financial needs of our clients. We believe that financial planning is a critical aspect of life, and everyone deserves access to professional and reliable advice. Whether you are saving for a goal, planning for retirement or investing, our team of experts is here to guide you every step of the way.
At Jane Newman Financial Planning Ltd, we are not just about numbers and figures. Our priority is to build lasting relationships with our clients by offering personalized services. We understand that everyone has unique financial goals and situations, which is why we take the time to listen to our clients and recommend solutions that work for them. Our finance institution adopts a consultative approach to financial planning, where we educate our clients on the available options and work with them to make informed decisions.
Our financial planning services cover a broad range of areas, including pensions, investments, inheritance tax planning, and protection. Our team of financial experts has years of experience and training, and we stay up-to-date with the latest trends and developments in the financial industry.
When it comes to finances, trust is crucial, and that's why we strive to maintain the highest levels of integrity, professionalism, and transparency in all our dealings. We are a point of interest for anyone seeking reliable and credible financial planning services in Droitwich and surrounding areas.
Contact us today to schedule an appointment with one of our financial experts and take the first step towards securing a bright financial future.
Photos
Location & Phone number
10 St Andrews Rd, Droitwich WR9 8DN, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Impressed by the quality of advice, which was clearly explained, as was risk exposure of a variety of investments. Not pushy. Extremely punctual with appointments. Definitely recommend."
"We are extremely pleased that Jane has been our IFA for over 10 years. Whenever we meet with her, she explains our options clearly & deals with the relevant paperwork quickly & effectively. Following receipt of inheritance monies, Jane recommended several investments for us, all of which have increased in value considerably after only a few months! In our opinion, the friendly & efficient service offered by Jane & her staff could not be bettered."
"Very happy with the excellent service received from Jane Newman FP. Jane, and her staff, were very helpful and always proactive. Will be using again and will recommend to friends."
"I would recommend Jane & her team without hesitation. Terrific service - took time to understand our requirements & gave us assured, competent advice. Very pleased! I referred Jane Newman to my mother who also us now using her!"
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