About

Why choose us?

Since 1986, Jane Rendle-Barnes has been providing industry experience. Her reputation has grown through decades of client loyalty, with many following her throughout her career. Jane joined Direct2Wealth to offer a more personal, approachable service to high net worth clients. Unlike corporate financial firms, we eliminate unnecessary overheads, passing savings directly to clients without compromising on the quality of advice.

We adhere to all Quilter Financial Planning regulations, ensuring compliance, transparency, and peace of mind for our clients.

Our story
Products

Your Journey to Financial Success

Our range of services is designed to align with your unique financial goals, whether you’re planning for a comfortable retirement or protecting your estate. Please keep in mind that tax treatment depends on individual circumstances and may change over time.

Lump Sum Investments

We create bespoke investment plans that aim to maximise your returns while aligning with your financial goals and risk profile.

Retirement Planning

Plan for a fulfilling retirement with customized strategies to ensure financial security in your later years.

Inheritance Tax Planning

Minimize tax liabilities while safeguarding your estate for future generations, ensuring your legacy is protected.

Business and Personal Protection

Safeguard your business and personal assets with comprehensive protection plans tailored to your needs.

How Does it Work?

Just three simple steps.

Initial Consultation

We begin by understanding your financial goals and current situation, ensuring that we craft a strategy tailored to your specific needs.

Personalized Strategy

Based on your objectives, we develop a comprehensive financial plan, offering expert guidance on investments, tax planning, and protection strategies.

Ongoing Support

We continuously monitor and adjust your plan to ensure it evolves with your circumstances, keeping you on track to achieve your long-term financial aspirations.

Testimonials

Here’s what our customers say.

LR - October 2024

Jane has been looking after my financial affairs for over 30years, I have always found her to be very professional and a person who will return emails and phone calls promptly. I feel she is very trustworthy and will always work hard to achieve the best Investments for my savings. She is very clear in explaining everything and making sure I have understood, Having known Jane for such a long time I feel she has become a friend. Thank you for all your ongoing support Jane

MC & SJ - October 2024

We recommend Jane Rendle-Barnes most highly and have complete confidence in her competency and integrity. She has helped us look after our finances and investments for over 35 years. Jane has a very professional and conscientious approach to her work. She is also very approachable and has a wonderful sense of humour.

JG

Jane has been my financial advisor for over 30 years. A sentence that speaks volumes in its own right. Her advice and help always readily available throughout out most of my working life as a dentist & practice owner & now in my retirement. The key to her success is her friendly & approachable manner making you feel comfortable in understanding the complexities of any decisions to be made. I am very grateful to have had Jane helping me through my journey. I cannot thank her enough.