Nicola Watts
Director and Chartered Financial Planner
Jo Lambert
Business Assistant
Qualifications
About Jo
Jo assists Leanne with compliance, accounts, health and safety and facilities. She also coordinates any marketing and updates our social media channels. If you come into our office, you will be welcomed by Jo prior to your meeting.
Jo is married to Darren and a mum to two teenage girls, Bella and Sophie. Her spare time is mostly taken up running the family home and ferrying around the girls. She enjoys time with her family and friends, especially holidays and meals out.
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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