Financial Planners Elite

Directory of the Leading UK Financial Advisers

Jane Wheeler

FIFP CFP APFS

CERTIFIED FINANCIAL PLANNER, CHARTERED FINANCIAL PLANNER

 

Member profile details

Photo
Title
Mrs
First name
Jane
Last name
Wheeler
Qualification Letters
FIFP CFP APFS
Status
  • CERTIFIED FINANCIAL PLANNER
  • CHARTERED FINANCIAL PLANNER
Gender
Female
 

Contact Details

Job Title
Principal
Organization
Direction Financial Planning LLP
Company logo
Phone
01823 461980
Business address
Bradford House
Address line 2
Bradford on Tone
Town/city
Taunton
County
Somerset
Postcode
TA4 1EY
Local postcode area
TA
Region
England - South West
Regions served
  • Select
  • England - South East
  • England - South West
Other postcode areas served
  • Other
 

Financial Planning Service

Our Service in Brief
Fee-based financial planning service for higher net worth individuals in the South West and in London.
About our Service
We offer a high quality, ongoing service to a relatively small number of clients.
Our focus is on helping our clients sort out their financial affairs, to better understand what they have and what they need to do in order to achieve their goals.
We use cashflow forecasting techniques to show clients what the combination of their assets might mean to them in the future and to help to ensure that they will not run out of money during their lifetime.
Services include:
  • Comprehensive financial planning
  • Lifestyle financial planning
  • Wealth management
  • Inheritance tax planning
  • Retirement planning
  • Pension transfers
  • Pensions and divorce
  • Education fees planning
  • Long term care fees planning
  • Other
Other services
Helping clients to achieve their life goals
Specialist in
Retirement planning
How we Charge
We typically charge a fixed fee for the production of a financial plan, the amount of which may be between £1000 and £5000 depending upon complexity.
Where appropriate we charge 1% of the amount of investments as an implementation fee and 1%pa of the value of investments ongoing.
As an alternative, our hourly charges (2010/11) are £190 per hour for financial planning, £92.50 per hour for paraplanning and £35 per hour for administration.
 

Personal Information

Background
Jane has been advising clients on their financial affairs for more than 21 years.
She was an early proponent of comprehensive financial planning in UK and became president of the Institute of Financial Planning for 2 years from 2006 and in 2009 took a position as a director of the international Financial Planning Standards Board.
Family/social
Jane has been happily married for 38 years, has 2 adult children and one granddaughter. Her family is very important to her.
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