Nicola Watts
Director and Chartered Financial Planner
Nicola Watts
Director and Chartered Financial Planner
Qualifications
About Nicola
Nicola has worked in financial services since 2000, when she joined the family business, Jane Smith Financial Planning. Upon her mother’s retirement in 2012, Nicola built up the back-office team. Her expertise is in financial planning, with a focus on pensions, investments and Inheritance Tax. Nicola aims to help clients achieve the retirement they have always dreamed of.
Nicola is married to David, and they have two teenage daughters, Emily and Olivia. Away from the office, Nicola has a busy social life and enjoys spending time with friends and family. Over the years, she has travelled far and wide, with many more places she’d like to visit. In February 2024 she completed a long held dream to climb Kilimanjaro, the highest mountain in Africa, and is now looking for her next challenge!
Awards and accreditations
Chartered Financial Planner
Certified Financial Planner™
International Standard 22222
Nicola in numbers
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Labradors, Poppy, Bertha and Harris
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Different countries visited
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years in the profession
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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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