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, but there are still many places she’d like to visit. In February 2024, Nicola has big plans to climb Kilimanjaro; watch this space to find out how she gets on!
Awards and accreditations
Chartered Financial Planner
Certified Financial Planner™
International Standard 22222
Nicola in numbers
0
Labradors, Poppy and Bertha
0
Different countries visited
0
years in the profession
Meet your team
Our people are at the heart of what makes Jane Smith Financial Planning so special.
Meet the whole team
Tell us what you want out of life, and let’s see how we can make it happen
Start a conversation with the team today. It could be the start of something wonderful.
© 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.
Production
