0151 221 9238
Based in Wirral
View locationChecks carried out by VouchedFor
FCA Regulated
Jane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 May 2025
Jane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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: 28 February 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.
4
Qualifications Uploaded
Jane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Jane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jane has provided information on their typical fees
Jane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jane (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Jane
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jane (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Jane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 May 2025
Jane and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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: 28 February 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.
4
Qualifications Uploaded
Jane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Jane has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jane has provided information on their typical fees
Jane has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jane (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Jane
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jane (based on 3 first impressions)
Jane is a Fellow of the Personal Finance Society and is STEP affiliated, she strives to create and implement lifetime financial plans for all clients, in order to allow them to achieve the future that they want. Industry leading qualifications and vastly experienced with over 20 years in the Financial Services sector. Jane has developed specialisms, including managing and preserving client’s wealth, whilst protecting family and loves ones. She is also an expert in inheritance and estate planning, ensuring her client’s estates are distributed in accordance with their wishes. Other areas of specialism are around retirement and cash flow planning. She provides clarity on when clients can afford to stop working, and advice around the mechanics of retirement, including the options available. Her clients include high net worth individuals, partners of Accountancy and Solicitor firms, trustees, business owners and entrepreneurs.
Offers available through VouchedFor
Contact Jane 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 Jane's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.