0330 038 8940
Based in Harrogate
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FCA status: Certified by Firm
Jane is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jane's status
Last checked: 01 June 2025
Jane is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jane's status
Recent Client Reviews
Jane has not received any client reviews in the past 12 months
Jane has not received any reviews in the last 12 months
Jane has not received any client reviews in the past 12 months
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: 16 March 2021
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.
Qualifications Uploaded
Jane has not yet added their qualifications to their profile
Qualifications not yet added
Jane has not yet added their qualifications to their profile
Transparent Fees
Jane has not yet added their fees to their profile
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Jane has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jane is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jane's status
Last checked: 01 June 2025
Jane is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jane's status
Recent Client Reviews
Jane has not received any client reviews in the past 12 months
Jane has not received any reviews in the last 12 months
Jane has not received any client reviews in the past 12 months
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: 16 March 2021
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.
Qualifications Uploaded
Jane has not yet added their qualifications to their profile
Qualifications not yet added
Jane has not yet added their qualifications to their profile
Transparent Fees
Jane has not yet added their fees to their profile
Fees not yet added
Jane has not yet added their fees to their profile
With over 20 years' experience working within financial services, I provide a high-quality financial planning service to my clients, which helps them to achieve their financial goals and provides greater peace of mind. My specialist areas of expertise are investment and retirement planning and estate and inheritance using a goals-based approach through cash-flow planning. Cash-flow planning helps clients to visualise where they are now and where they ultimately would like to be. My clients include small to medium sized businesses as well as young professionals and clients in retirements. The first meeting is always free of charge and without obligation, typically our first meeting will last for approximately 60 minutes whereby I will listen to your concerns and how I can be of service to you. Always happy to have a chat.
Offers available through VouchedFor
Contact Jane through VouchedFor and your initial 1 hour 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 Jane's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.