Droitwich finance firm celebrates ‘top-rated’ status

22nd Mar

Droitwich-based Jane Newman Financial Planning has achieved Top Rated Firm 2022, while its advisers have received Top Rated Adviser 2022 status from VouchedFor.

The 2022 Guide to Top Rated Firms and Advisers who have qualified as Top Rated on its platform will be published inThe Times on March 26.

Firms go through a rigorous process to qualify and rely heavily on positive reviews written by clients through the VouchedFor website, which means delivering an exemplary service.

Jane Newman, managing director, said:“We are all delighted to be once again included as a Top Rated Adviser in the VouchedFor Guide. To top it off, this is our first year to be recognised as a Top Rated Firm, which we are incredibly proud of.

“This past year has been challenging for some of our clients and is our responsibility to ensure they receive the best, transparent advice and service to protect their wealth.”

Jane Newman has also qualified as Top Rated Adviser for the fourth year running. Emily Newman, who is one of the youngest qualified financial advisers, also qualifies for her second year running. Jo Bates has received her first Top Rated Adviser recognition this year.

BusinessWorks Wocestershire & Black Country spring 2022 | BusinessWorks Magazine

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