Setting quarterly goals – and consistently achieving them – is what keeps Jane Smith Financial Planning moving forwards.

Over the past 12 to 18 months, the firm and its director Nicola Watts have implemented a range of new initiatives to improve operations and bring in new business.

Two new support staff have been hired, taking the workforce to nine, to create capacity for future growth, and a staff development roadmap has been implemented to enable employees to progress in whichever direction they choose.

The firm has invested in new online technology to monitor and improve workflows, streamlined and improved the annual client review process, and introduced a referral pack for clients to generate a stronger source of leads.

In its annual client survey in May, every client either ‘strongly’ or ‘somewhat’ agreed that they are extremely happy with the service and had recommended the firm or are very likely to do so in future.

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