Jane Newman Financial Planning

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

“I needed advice for the best value annuity and Jane knows the market to get the best return for my pension pot.My annui...
07/09/2026

“I needed advice for the best value annuity and Jane knows the market to get the best return for my pension pot.

My annuity has been arranged very rapidly due to their follow up.”

We are incredibly grateful to our clients who take the time to share their experiences.
If you would like to arrange a meeting with Jane, you can book an appointment by calling 01905 779193

September often feels like a fresh start.As the children head back to school and routines return, it's a great opportuni...
03/09/2026

September often feels like a fresh start.

As the children head back to school and routines return, it's a great opportunity to review your own plans too. Whether that's checking in on your savings goals, pension contributions or long-term financial objectives, small actions today can make a big difference over time.

What financial goal are you focusing on this autumn?

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

Happy bank holiday! We all hope you have a wonderful long weekend break.It is Paddy and Dave’s birthday’s today, so we w...
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.

This International Dog Day, we are celebrating the office dogs and the warm welcome they give our clients. Whether it's ...
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?

“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...
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.

Myth- Retirement planning is something to think about years from now. Fact- The earlier you understand your pension, the...
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

Did you know?... Small financial habits can make a big difference over time.Regular saving, reviewing your goals, and m...
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]

The hardest conversations are often the most important. Read our latest blog to discover why planning ahead is one of th...
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.

Address

10 St Andrews Road
Droitwich
WR98DN

Opening Hours

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

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