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Monday 8am - 6pm Tuesday 8am - 6pm Wednesday 8am - 6pm Thursday 8am - 6pm Friday 8am - 6pm

Jane Newman Financial Planning

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Droitwich
Jane Newman Financial Planning

Our primary focus is on helping you achieve your financial goals Giving independent financial advice to both personal and business clients.

We combine online state of the art financial technology to compare and recommend the most suitable financial solution

01/09/2026

A divorce can be one of life's most challenging transitions, emotionally and financially.

Understanding your pensions, savings, investments and long-term financial position is just as important as reaching an agreement on the family home. Taking proper financial advice can help you make informed decisions today that support your future.

If you're facing a divorce and would like clarity around your finances, we're here to help.

31/08/2026

Happy bank holiday! We all hope you have a wonderful long weekend break.

It is Paddy and Dave’s birthday’s today, so we will be taking them out on an extra special dog walk.

26/08/2026

This International Dog Day, we are celebrating the office dogs and the warm welcome they give our clients.

Whether it's a friendly greeting or a calming presence during meetings, they help create the relaxed and supportive environment that is so important when discussing your finances.

Did you know some of our clients request to have the dogs present at their meetings?

24/08/2026

“I was not happy with the pension we had at the time and so we turned to Jane to help sort everything out for my husband who was also ill at the time. Jane provided a no hassle, no stress service to us.”

*A pension is a long-term investment not normally accessible until age 55 (57 from April 2028 unless the plan has a protected pension age). The value of your investments (and any income from them) can go down as well as up which would have an impact on the level of pension benefits available.

21/08/2026

Myth- Retirement planning is something to think about years from now.

Fact- The earlier you understand your pension, the more options you may have for the future.

A pension is a long-term investment not normally accessible until age 55 (57 from April 2028 unless the plan has a protected pension age). The value of your investments (and any income from them) can go down as well as up which would have an impact on the level of pension benefits available.

Take a look at how we can help with your pension planning - https://www.janenewmanfp.co.uk/pension-and-retirement-planning

19/08/2026

Did you know?...

Small financial habits can make a big difference over time.

Regular saving, reviewing your goals, and making informed decisions can help you build a stronger financial foundation.

Book a meeting to start making these small changes today – [email protected]

17/08/2026

The hardest conversations are often the most important. Read our latest blog to discover why planning ahead is one of the greatest gifts you can give those you love.

14/08/2026

“I am approaching retirement and wanted advice with regards how best to make the most of my private and work pensions.

Emily was very engaging and explained everything very clearly answering any queries in terms I could understand!

I think everything was handled efficiently and in a friendly manner, I was kept up to date at every stage.”

12/08/2026

Like every good book, financial planning is about understanding where you are today and creating a clear path towards the next chapter.

With the right knowledge and planning every chapter can bring you closer to your goal.

There are lots of topics relating to Financial Planning on our website news page, read them here - https://www.janenewmanfp.co.uk/news/

10/08/2026

5 basic principles for investing and avoiding costly mistakes:

These are:

1. Invest regularly: consistent investing throughout the year is essential. By investing a fixed amount regularly, you can buy more when prices are low and less when prices are high, potentially reducing the average cost of your investment.

2. Invest enough: saving enough today is crucial for achieving long-term financial goals. Knowing how much you need to save now can help you have a sufficient investment portfolio for your future goals.

3. Have a plan: it’s essential to have a well-structured plan to avoid making hasty investment decisions based on short-term market movements. Maintaining perspective and long-term focus can help you stay committed to your plan.

4. Diversify your portfolio: diversification is critical to managing risk and improving your chances of success. Investing in various asset classes, geography, geographical markets and industries allows you to tap into different opportunities and potentially create a smoother investment experience.

5. It is recommended that you take professional advice to ensure that your investments match your goals. When you have a plan, you are far more likely to stay focused and reach your objectives.

*The value of your investments can go down as well as up and you may get back less than you invested.

* This is for information only and does not constitute advice.

Address

10 St Andrews Road
Droitwich
WR98DN

Opening Hours

Monday	8am - 6pm
Tuesday	8am - 6pm
Wednesday	8am - 6pm
Thursday	8am - 6pm
Friday	8am - 6pm

Website

http://www.janenewmanfp.co.uk/

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