Smarter Financial Planning
Home What we do How we do it Client stories
About us Blog Contact Login
HomeWhat we doHow we do itClient stories
Smarter Financial Planning
About usBlogContactLogin

Find out how we've helped our clients

 

Lynda’s Story

“My money isn’t the fog it used to be because I listened to what Jon said, he listened to me, and together we came up with my tailor-made solution.”

This video features one of our many lovely clients, Lynda, who explains what it's like to work with us, and how we helped to provide financial security for her.

We’re really grateful to Lynda - who was a natural in front of the camera! - for giving up her time and providing such positive feedback.

 

Find out more about our other clients

 
Creating a legacy
Creating a legacy

Jill’s story →

Read More
Faith LiversedgeJuly 2, 2020
Wealth management
Wealth management

Ian & Anne’s story →

Read More
Faith LiversedgeJune 29, 2020
Advice after divorce
Advice after divorce

Louise’s story →

Read More
Faith LiversedgeApril 6, 2020
Consolidating pensions
Consolidating pensions

Ed & Sinead’s story →

Read More
Faith LiversedgeFebruary 12, 2020
Living life to the full
Living life to the full

“We quickly developed a feeling of trust with Jon, which is absolutely critical when you’re talking about very personal things.”

Chris’s story →

Read More
Faith LiversedgeJanuary 22, 2020
Retiring early
Retiring early

“Jon asked: ‘How would you feel if I said you could stop work tomorrow? This was fantastic!”

Jenny’s story →

Read More
Faith LiversedgeDecember 15, 2019
Planning retirement
Planning retirement

“Jon’s a very good listener and explains everything in clear terms.”

Rosan’s story →

Read More
Faith LiversedgeNovember 14, 2019
Investing a lump sum
Investing a lump sum

“I just wanted someone who would manage everything for me so I wouldn’t have to worry about it!”

Michelle’s story →

Read More
Faith LiversedgeNovember 1, 2019
Realising a dream
Realising a dream

Tom & Sarah’s story →

Read More
Faith LiversedgeOctober 29, 2019
smarter-financial-planning-Chartered-financial-planner_Standard_FP_Gold_RGB.png

St Mary’s Court
The Broadway
Amersham
HP7 0UT

01494 911700

© Copyright 2021
Smarter Financial Planning. All rights reserved

Privacy Policy
Reviews and Ratings for Financial adviser Jon Elkins, Hemel-Hempstead

.

Smarter Financial Planning is a trading style of Elkins Financial Planning Ltd. The company is registered in England and Wales, number 8662976. Registered Office: 9 High Street, Woburn Sands, Bucks, MK17 8RF. We’re authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register  under reference 609361.

The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

If you wish to register a complaint, please write to jon@smarterfinancialplanning.co.uk or phone 01296 827 500 . If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service or by contacting them on 0800 0234 567.

 

Powered by Squarespace