Jane Bownas
DipPFS, SOLLA
Jane has been giving financial advice since 1979. Children, grandchildren and even great-grandchildren of some of those early clients continue to benefit from her recommendations and are now receiving guidance in their own right.
The Practice has particular skill sets and accreditations in providing inter-generational advice and passing down wealth through the family. This encompasses advice on Later Life including Care Fees funding and Estate Planning, Wealth Generation, Capital Gains Tax, pension and retirement planning, University and School Fees and building tax efficient investments for the very newest of family members.
Jane’s downtime activities revolve around dogs and breeding sport horses, gardening and cooking the results. She is passionate about the environment, ecology and sustainability, and giving back to the community.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
