About us
Delivering lifestyle outcomes, not just advice
Since 1994, we have drawn on the highest level of qualified expertise to provide confident, meaningful and expert financial planning. Our mission is for you to rest easy knowing that the future is secure for you and your family.
We’ve received a raft of recognition for having the knowledge, skills, experience and ethical values to deliver a first-class service to our clients. Everything we do is to give you peace of mind and confidence for the future, knowing you’re well-positioned for whatever life may bring.
Our history
1994
2000
Jane’s daughter, Nicola Watts, joined the business.
2002
Made the decision to go directly authorised.
2009
Moved to the office in Olney Office Park, and we’re still here today.
2010
Jane Smith retired, leaving the firm in the safe hands of Nicola.
2016
Awarded Chartered Financial Planners status.
2019
Celebrated 25 years in business.
2020
Awarded Accredited status.
2023
Nicola was named a VouchedFor Top Rated adviser.
We’re definitely no strangers to winning awards
Meet your team
Our people are at the heart of what makes Jane Smith Financial Planning so special.
Meet the whole team
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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