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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 12pm

Jane Smith Financial Planning

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Jane Smith Financial Planning

Jane Smith Financial Planning Ltd is a small, independent financial planning firm, passionate about

Our key services are:
• Financial Planning
• Investment Planning
• Retirement Planning
• Inheritance Planning

Founded in 1994 by Jane Smith, keeping our clients at the heart of what we do has been a long-standing tradition. We take the time to get to know you – your lifestyle as well as your hopes, fears, concerns and aspirations for yourself and those closest to you before we give you any advice

. These early discussions help us understand which of our services we should recommend and are the beginnings of a working relationship with our clients that often continue for many years. We find that most of our clients take time to plan for major purchases in their life, like holidays and university fees, but often have forgotten to take the steps to plan long term financial security and direction for themselves and their families. The easiest way to understand how we can help you plan your financial future is to call us on 01234 713131 to make an initial free appointment.

03/09/2026

If an online offer sounds too good to be true... it probably is.

Scammers are using increasingly clever technology to make fake investment opportunities look legitimate, including cloned voices, deepfake videos, and fake articles featuring trusted public figures.

A good rule of thumb is to slow down, check the source, and avoid clicking links if something feels suspicious.

Read our latest blog, linked below, to discover the latest scams to watch out for. 👇

https://janesmithfinancial.com/ai-cloning-and-clever-tech-the-latest-online-scams-to-look-out-for/

02/09/2026

Looking for a new way to enjoy the outdoors? 🌊

Wild swimming has become increasingly popular in recent years, offering the chance to exercise, spend time in nature, and meet like-minded people.

However, outdoor swimming also comes with risks, from cold water and strong currents to pollution in UK rivers and seas.

Read our latest blog, linked below, to discover the benefits and potential risks of wild swimming, along with 3 local spots to try. 👇

https://janesmithfinancial.com/wild-swimming-the-surprising-benefits-and-potential-risks-of-an-outdoor-dip/

31/08/2026

Good morning the office is closed today for the Bank Holiday, we'll be back tomorrow from 9am - have a wonderful Monday ☀️

28/08/2026

Just a heads up, we'll be closed for the Bank Holiday on Monday. We'll be back and ready to help from 9am on Tuesday. Enjoy the long weekend! ☀️

26/08/2026

Investing in buy-to-let property can provide a steady rental income, helping supplement your retirement fund or form part of the legacy you leave for loved ones.

However, the property landscape has changed significantly in recent years, with the introduction of the Renters’ Rights Act 2025 and increased regulatory responsibilities for landlords.

If you're thinking about investing in buy-to-let, click the link in the comments to discover the pros and cons.

https://janesmithfinancial.com/guides/

25/08/2026

Is it true that couples potentially have a combined Inheritance Tax-free estate of up to £1 million?

The short answer is yes - with caveats.

To find out more about Inheritance Tax and how you can pass on as much wealth to your loved ones as possible, click the link below. 👇

https://janesmithfinancial.com/why-the-1-million-inheritance-tax-free-allowance-could-be-a-myth/

24/08/2026

🎥 Watch Mark and Alison's story.

We've supported them through many of life's twists and turns over the years, helping them navigate change and providing the peace of mind that comes from having a trusted financial plan in place.

21/08/2026

5 exciting summer days out for your children and grandchildren:

🦓 Whipsnade Zoo, Dunstable
🐒 Go Ape at Woburn Safari Park
🎭 The Arches Theatre, Clifton Reynes
🥷 Ninja Warrior UK MK, Milton Keynes
💻 National Museum of Computing, Bletchley Park

Read our blog, linked below, to find out more. 👇

20/08/2026

The annual gifting exemption has been frozen for 45 years. 🎁

It currently stands at £3,000, but according to IFA Magazine, it has lost 78% of its value due to inflation.

This matters because frozen allowances can make it harder to pass on wealth tax-efficiently and could increase the amount of tax your estate pays in the future.

Read our latest blog, linked below, to learn how financial planning could help you navigate frozen tax thresholds. 👇

https://janesmithfinancial.com/how-frozen-allowances-could-cool-your-finances-this-summer/

5 exciting summer days out for your children and grandchildren:🦓 Whipsnade Zoo, Dunstable🐒 Go Ape at Woburn Safari Park🎭...

19/08/2026

Address

7 Osier Way, Olney Office Park
Olney
MK465FP

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 12pm

Telephone

+441234713131

Website

http://www.janesmithfinancial.com/

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