“Nicola has exhibited great empathy, excellent knowledge
and above all put our requirements first whilst acting in an extremely
professional and trustworthy manner.” Tim and Liz
“Trouble is always taken to explain what I don't understand and even the most elementary questions are taken seriously. This gives me confidence that my affairs are in safe hands." Mary
"The services provided by all staff is excellent. Questions are answered very quickly and comments and advice are extremely helpful and always in a manner I can understand." Richard
“People will forget what you said. They will forget what you did. But they will never forget how you made them feel.” Maya Angelou
What do you look for when you choose a financial planner? Someone you can trust? Someone who understands your objectives? Someone who has a good knowledge of all the options available for your financial future?
Well, at Jane Smith Financial Planning, we’ve been providing financial advice and IFA services to the residents of Olney, Milton Keynes, Buckinghamshire and beyond since the practice was first established by Jane Smith herself in 1994.
Nicola Watts, her daughter, joined the family business in 2000 and has been a director since 2006, taking on sole responsibility for the management of the firm when her mother retired. Family values are therefore very much at the heart of the business. Nicola is supported by a highly trained and well qualified team.
We offer a highly personal approach to all our clients, helping them focus on their financial future. We’re known for being friendly and approachable while at the same time offering a professional and knowledgeable financial planning service. We will work in partnership with you to help you set goals and, wherever possible, achieve them!
“Nicola took the time to ‘understand’ us.” Tim and Liz
Most of our clients are well established professionals who come to us at a point in life when priorities are starting to change; children may be approaching further education or have already flown the nest and thoughts of exploring new options, including retirement, are beginning to sound attractive. It’s never too late to start some practical financial planning.
To help you decide if our services are for you, we have prepared some short case studies which address some common questions and demonstrate how we work with our clients to help them achieve their financial objectives.
If you’d like to find out more, do get in touch.
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