Nicola Watts
Director and Chartered Financial Planner
Thomas McGinn
Trainee Financial Planner
Qualifications
About Thomas
Thomas has worked within the financial services profession since 2018 and joined our team in 2023. He helps deliver lifestyle outcomes for our clients by supporting Nicola and the rest of the team. This includes investment and pension research, implementation plans, life roadmap reports, cashflow analysis, fund analysis and research and involvement in client meetings.
Away from the office, Thomas enjoys socialising with friends and family, and he lives an active lifestyle with his Labrador, Mellow. He supports Celtic F.C. and regularly travels to games. He also likes to visit the cinema and try out different restaurants.
Thomas in numbers
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Qualifications so far
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Steps per day
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mile trip to watch Celtic
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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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