Jane joined the firm as part of our graduate recruitment programme in 2002 and is now a chartered financial planner and manager within the team. She specialises in providing advice to individuals, trusts and companies on a broad range of financial topics, including investments, pensions and protection. Working closely with the firm's legal and tax experts, Jane is able to contribute to a multi-disciplinary approach that assists clients to maintain and grow the wealth of their family and to improve the prospects for their business.
Jane has a range of qualifications, including a Diploma and Advanced Diploma in Financial Planning. She is a member of The Personal Finance Society and the Chartered Insurance Institute. Many of Jane’s qualifications focus upon planning for those reaching retirement and in later life, including advanced exams in retirement planning and long term care planning. She has a wealth of experience in advising clients regarding Inheritance Tax planning, ranging from simple steps to improve the tax efficiency of an estate, to more complex investment solutions to reduce tax liabilities.
Jane is a frequent contributor to a range of publications, including the local press and in-house newsletters and magazines. She also arranges and hosts seminars on a regular basis, keeping clients informed on a range of financial topics and market updates.
“Jane goes the extra mile and is a nice person to work with.”
“After the loss of my husband and being completely untrained in finance I have needed a lot of help during the last three years. Jane Wilson in particular, has been patient, informative and helpful in guiding me through. I am very grateful to her and thankful that she is with [the firm]!”
“I'm very happy with the support/service and advice provided by Jane.”