Nicola Watts
Director and Chartered Financial Planner
Your Future in Focus
A Chartered and Accredited financial planning firm based in Buckinghamshire
What stage of life are you at right now?
Your future is our purpose
We are an independent, highly qualified and empathetic financial planning firm with around 30 years of experience in and around the Buckinghamshire area. We’re proud to say that we are both Chartered and Accredited – something very few firms can claim to have.
By understanding your journey and where you’d like to be, our financial planning service will provide you with clarity, security and freedom. We mean it when we say that we want to hear the ins and outs of your life and be there as you go through various experiences and life changes.
Learn more
How it works
01
Getting to
know you
It’s important that we understand your lifestyle as well as your hopes, concerns and aspirations before we give you any advice. Likewise, it’s equally important that you get to know us.
02
Your Life
Roadmap
The Life Roadmap Service includes a detailed evaluation of your financial circumstances and looks at more than just the value of your investments and holdings. It’s a clear action plan of the steps that need to be taken to achieve your goals.
03
Implementing
your plan
This is where we put our recommendations into practice. We recommend and implement the most suitable products to meet your needs, identified through our planning process.
04
On track
reviews
Meeting regularly, we’ll continue to review your plan to ensure it stays on track and relevant to your changing objectives, as well as any changes in the financial and economic environment.
Meet your team
Our people are at the heart of what makes Jane Smith Financial Planning so special.
Meet the whole teamJo Owen
Lindsey Marriott
Steve and Amanda Atkinson
Mark and Alison Chamberlain
What our clients say
We’re a VouchedFor Top Rated Firm
We have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times.
VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We are delighted to have been included.
Even better, we are Buckinghamshire’s only Top Rated, Chartered and Accredited Firm.
Tell us what you want out of life, and let’s see how we can make it happen
Start a conversation with the team today. It could be the start of something wonderful.
© 2023 Jane Smith Financial Planning Limited. All Rights Reserved.
Jane Smith Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
FCA Number 212859. Registered in England and Wales. Registered number 4371002.
Registered Office: 7 Osier Way, Olney Office Park, Olney, Buckinghamshire, MK46 5FP.
The Financial Ombudsman Service (FOS) is an agency for arbitrating unresolved complaints between regulated firms and their clients. Full details are available here.
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