At Jane Smith, family values are at the heart of everything we do – and there’s a very special reason for that. The company was set up by Jane Smith herself in 1994. Six years later her daughter, Nicola Watts, joined the business and was ready to take over the helm when her mother stepped back from dealing with clients – and then later retired.
Today, our team of highly trained and qualified professionals still follow Jane’s ethos. To offer a financial planning service that’s totally independent, easy to understand and, above all, kind and caring. The relationships we build last a lifetime – and we wouldn’t have it any other way.
"Nicola manages to have the right balance between her professionalism and a friendly approach. She heads up a fine team." Helen & Neil
Get to know us
People come first at Jane Smith. What’s important to us is that you feel looked after and valued – each and every time you come in, call or send us a message. And that’s why we’re so proud to have a team who are dedicated to making that happen.
"The whole team work well together and knowing our financial affairs are being looked after so well gives us great peace of mind." Peter & Lisa
Meet the team
- Nicola Watts Director and Certified Financial Planner
- Thomas McGinn Trainee Financial Adviser
- Clare Lehman Technical Specialist
- Amy Nechat Client Services Administrator & Quality Manager
- Roxanne Hill Client Services Administrator
- Leanne Carmedy Business Manager
- Jo Lambert Business Assistant
- Poppy & Bertha Office Dogs
Well qualified to help you
You’re in safe hands with Jane Smith Financial Planning. We’re an award-winning business with an impressive array of qualifications and accreditations to back up our experience. In fact, we’ve been awarded Chartered status, the industry’s gold standard that only firms who pass its rigorous test can achieve. We’re also Accredited by the Chartered Institute of Securities and Investment (CISI), an accolade given only to the most trusted financial planning firms in the UK, and those who can demonstrate excellence in everything they do.
And when it comes to Nicola, she’s a Chartered Financial Planner and holds the Certified Financial Planner™ Licence – an internationally recognised benchmark for competence and a measure of the best planning results.
"I really feel that Nicola and her team consistently provide excellent service which would be hard to beat." Jo
Upfront fees and no nasty surprises
If we’re going to have an open and honest relationship, we think that also means us being clear about our fees. That’s why we always discuss these early in our relationship, giving you details of our charges in writing and agreeing them before we do any work. Our first meeting will always be free – so it won’t cost you anything to have an initial chat and see if you’d like to work with us.
Independent, now and always.
We’re proud to say that we’re totally independent. We can access the whole of the market, researching many different product providers to find you the very best financial solutions – rather than only having the pick of one or two. That means you can be sure our advice is totally fair, unbiased and always based on a comprehensive analysis of everything that’s available. And even more than that, it means we’ll only recommend products that suit you best – not ones we’ve been told to offer you.