
Jane is a Chartered Financial Planner and founder of Clear Cut Financial Planning – now a team of 19 and celebrating it’s 10th year anniversary this year. The company looks after around 320 families and manages over £200M.
Passionate about preparing the next generation of Financial Planners, Jane has hired a graduate every year for the last 10 years, working towards their diplomas and Chartered status. Nearly all of them had no prior experience in the industry - most didn’t even know it was a profession!
Jane has set up a shadow leadership board that features 6 under-35-year-olds. They are all integral to the business strategy and future vision of the company.
Noticing the lack of female advisers and tailored advice, Jane also created a sub-brand called ‘Women & Money’ which is specifically aimed at supporting women in finance – the team is on a mission to help empower women by equipping them with the expertise to give them the confidence to make significant and profitable financial decisions.