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 a mum to two girls, Bella and Sophie. She is also a Body Shop at Home Consultant, which takes up a lot of her time after running the family home and ferrying around the children. She enjoys time with her family, 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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