Olney-based Jane Smith Financial Planning Ltd have won two awards in the prestigious annual Wealth & Money Management Awards.
The business won Best in Client Service (UK) and Best Family-Run Financial Planning Firm.
The awards recognise those working in the financial sector who go above and beyond in assisting their clients with managing their wealth, planning for the future of their business or their family and for providing sound advice in all areas of finance.
Nicola Watts, Managing Director of Jane Smith Financial Planning Ltd, whose mother started the business in 1994, is very excited by the win: “It’s always been important to offer a highly personal approach to all our clients, taking the time to get to know them – their lifestyles, their hopes, fears, concerns and aspirations for both themselves and their families. These awards recognise the real value to our clients of how we approach the financial planning process.”
Nominations were received for firms throughout the globe from very small niche practices to large corporations; winners are selected on merit and are based upon the votes received, the further evidence supplied and in-house research by Wealth & Money Management.