Jane Bownas Wealth Management has been a Partner Practice of St. James's Place since 1995, and Jane has been a successful financial services professional since 1979. 

The Practice focuses on areas such as retirement planning, care funding (for a home, or at home), immediate needs annuity as well as personal and inter-generational investment planning. Being a member of the Society of Later Life Advisors (SOLLA), she also holds the Later Life Adviser Accreditation (LLAA), the only kite mark of its kind in the industry which is also updated annually. This equips Jane with the independent recognition of knowledge and skills needed to deal with the complexities surround care. She also offers advice through ‘Carebox’ (MyCareConsultant), ‘Homeinstead’ and ‘Care Sourcer’, organisations that are specifically geared to offer support to vulnerable clients and their families, putting their needs first.

Please note the services provided by 'Carebox' (MyCareConsultant). 'Homeinstead' and 'Care Sourcer' are separate and distinct to those offered by St. James's Place.