Get to know Jane
Jane is an independent financial planner based in Hampshire and holds the Regulated Diploma in Financial Planning (DipPFS). She has been with Argentis for two and a half years and is qualified to provide a wide range of financial services, including investment, retirement, and estate planning.
Through Teams or telephone meetings, Jane takes the time to get to know her clients and works closely with them to build comprehensive financial plans, helping them work towards achieving their financial goals and objectives.
Outside of work, Jane enjoys spending time with her family and going for walks with her Labrador. She is also actively involved in the local community, supporting her local junior school and performing with the village amateur dramatics society.
The Financial Conduct Authority does not regulate advice on estate planning.
In the spotlight
What about your job is rewarding?
I love meeting people and getting to know them. It is a privilege to support clients, helping them improve their financial knowledge and, in some cases, their overall situation.
How do you feel you add value for your clients?
I engage well with people and draw on my customer service background to listen and understand. I am also keen to continuously develop my financial planning knowledge so I can provide the best possible advice to clients with a wide range of planning needs.
Something on my bucket list is:
To see the Northern Lights.
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Certified Financial Planner
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and commit to the CFP Board to serve their clients’ best interests.
Member of Personal Finance Society
Membership of the Personal Finance Society (PFS) reflects a commitment to professional standards, ethical conduct, and ongoing development – supporting the delivery of high-quality financial advice.
