Nicola Watts
Director and Chartered Financial Planner
Jo Lambert
Business Assistant
Qualifications
About Jo
Jo plays a key role in the smooth running of the office, supporting both the Financial Planner and wider team with the day-to-day operations. She’s likes to be organised and always ready to lend a hand wherever it’s needed. Outside the office, Jo leads a busy life with her two daughters and runs a couple of successful side hustles in wax melts and wellness. She thrives on variety and getting stuck into anything that helps make life a little easier for the team and the clients we support.
Jo in numbers
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Daughters
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Craig David concerts
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Artist Steven Brown purchases
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© 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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