Why us?

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 to the residents of Olney 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!

“I was looking to retire within five years.
The development of the resultant financial road map was a key moment, giving me a real focus that I had
previously lacked before meeting Nicola." Gerald

The Team

  • Nicola Watts Director and Certified Financial Planner

    Nicola Watts

    Director and Certified Financial Planner

    Experience and background

    Nicola has been qualified to provide advice since 2001 and has been a director of the business since 2006. Since the retirement of her mother (Jane Smith), Nicola is responsible for the management of the firm, and the advice provided to clients.

    Her common sense and direct approach enable her to easily communicate the often dry aspects of financial advice, bringing clarity to the most complicated areas of financial planning.

    She is a Chartered Financial Planner and holds the Certified Financial Planner (CFP) Licence, an internationally recognised benchmark for competence in financial planning. She also holds the ISO22222 quality standard, a recognised for best practice in providing personal financial planning. Nicola’s advanced level qualifications and expertise primarily lie in the areas of pensions, investments and inheritance tax planning, however, her focus is on financial planning and helping her clients to achieve their goals.

     

    Let’s get to know Nicola a little better…

    What drew you to Jane Smith Financial Planning?
    My mum, Jane Smith.

    What goals are you working towards now?
    There’s a list of places I’d like to get to and things I’d like to see. Holidays and experiences are a big thing for us a family. In the last couple of years, we’ve been to South Africa and Thailand and next on the list is orangutans in Borneo. But, equally, we love the UK – there are some beautiful places to see and we often say if you could rely on the weather, parts of the UK can beat anywhere else in the world.

    When you’re not at Jane Smith Financial Planning, what keeps you busy?
    Two children, my husband, a large garden and Poppy the Labrador.

    If you could give your younger self one piece of advice, what would it be?
    You’re more capable than you think – go for it! In hindsight, with a bit more confidence, there are things I could have done much earlier than I actually did them.

  • Clare Lehman Technical Specialist

    Clare Lehman

    Technical Specialist

    Experience and background

    Clare joined us in January 2018 as our Technical Specialist and quickly became the ‘go-to’ team member for technical questions.

    Clare has worked in the financial services industry for ten years and has successfully completed the Certificate in Paraplanning and Diploma in Regulated Financial Planning. She now works towards attaining Chartered Financial Planner status.

     

    Let’s get to know Clare a little better…

    What drew you to Jane Smith Financial Planning?
    The company manages to complement professionalism with a family, friendly feel. Also, we are female-led, which you don’t find very often in financial services.

    What goals are you working towards now?
    Professionally I am working towards completing the advanced financial planning exams. Personally, my goal is to keep experiencing and learning new things and visiting new places. I try not to say no to too many things.

    When you’re not at JSFPL, what keeps you busy?
    Making sure I spend time with friends and family, especially my two-year-old niece. For treats, I enjoy spa days and champagne afternoon teas!

    If you could give your younger self one piece of advice, what would it be?
    Not to worry about being scared! It’s horrible having to push yourself outside of your comfort zone but you always get great returns for doing so.

  • Hannah Love Technical Assistant

    Hannah Love

    Technical Assistant

    Experience and background

    Hannah joined us in September 2018 as a Technical Assistant.

    Hannah has worked in financial services since leaving school in 2013. She has an Award in Financial Administration and is currently studying towards the Certificate in Paraplanning.

    She works alongside Clare and Emma Brown, supporting Nicola with the technical aspects of financial planning.

     

    Let’s get to know Hannah a little better…

    What drew you to Jane Smith Financial Planning?
    Having an office dog! I saw the job advertised when I wasn’t actively looking for a new role and, after reading it, I knew instantly it was where I wanted to work.

    What goals are you working towards now?
    Completing the Paraplanning apprenticeship to become a fully qualified Technical Specialist.

    When you’re not at Jane Smith Financial Planning, what keeps you busy?
    Usually socialising with my friends by going out for dinner, or exercising when I have the motivation!

    If you could give your younger self one piece of advice, what would it be?
    Don’t fret about not knowing what you want to do in life when everybody else around you seems to have it all planned out. Everything works out how it’s supposed to.

  • Amy Nechat Client Services & Marketing Assistant

    Amy Nechat

    Client Services & Marketing Assistant

    Experience and background

    Amy joined us in May 2016 with a wealth of client experience.

    Amy is the main point of contact for our clients, but also looks after the very busy administration side of the business and Marketing.

     

    Let’s get to know Amy a little better…

    What drew you to Jane Smith Financial Planning?

    To be honest, the office dog was the biggest pull! Being part of a small team was also a big attraction and the fact it was local to me as I live in Olney.

    What goals are you working towards now?

    An aim, rather than a goal, is to understand more about marketing as I have taken on some of the marketing activity within the business. It’s been far more interesting than I expected and I’m really enjoying the challenge.

    When you’re not at Jane Smith Financial Planning, what keeps you busy?

    My daughter has a busier social life than me! So much of my time is spent taking her places. Outside of that, I love musical theatre and reading. I very often have 2-3 books on the go at any one time. I also try to indulge my creative side through painting and modelling clay, but not always successfully!

    If you could give your younger self one piece of advice, what would it be?

    Life changes in an instant and sometimes you are the only one who can save yourself – don’t give up, it will get better.

  • Jo Lambert Business Assistant

    Jo Lambert

    Business Assistant

    Experience and background

    Jo joined us in May 2019 as our new Business Assistant to support Emma Krynauw and Amy Nechat in ensuring the smooth running of the business at an administrative level.

    Jo is extremely customer-focused and brings varied administration skills coupled with management, HR and training experience to the role.

     

    Let’s get to know Jo a little better…

    What drew you to Jane Smith Financial Planning?

    Knowing nothing about the world of financial services, I wanted a role that would challenge me and also liked the idea of working for a smaller company. My background is large corporate organisations (in my life before children), so working with just six colleagues and a smaller number of clients is certainly different. I also liked the flexibility that Jane Smith Financial Planning offered with being a working mum and of course there was a mention of Poppy the lab! Being a dog lover, it’s a dream to work with her every day.

    What goals are you working towards now?

    I want to continue to learn more about the financial world and become a competent, knowledgeable member of the Jane Smith Financial Planning team. It’s all very exciting.

    When you’re not at Jane Smith Financial Planning, what keeps you busy?

    My two giggling girlies! Bella and Sophie are full of mischief and fun. I enjoy being with my family and my husband Darren.

    If you could give your younger self one piece of advice, what would it be?

    Concentrate on things that really matter and don’t worry about the stuff you can’t control. Have confidence in yourself, you really can achieve more than you give yourself credit for. Time is precious, waste it wisely!

  • Poppy Office Dog

    Poppy

    Office Dog

    Poppy joined the team as a puppy in July 2013. She is a black Labrador and her responsibilities include monitoring the biscuits and being fussed by all members of staff.

    She has no plans to study for financial qualifications and is not authorised to provide advice.

"I really feel that Nicola and her team consistently provide excellent service which would be hard to beat." Jo

All backed up by qualifications and awards

Nicola has a range of qualifications in financial services, is a Chartered Financial Planner and holds the Certified Financial Planner (CFP) Licence – an internationally recognised benchmark for competence and a measure of the best financial planning results. The firm has also recently been awarded Chartered status, the industry’s gold standard, which is only ever given after rigorous testing.

“My experiences have been really positive. Nicola has an excellent team – easy to contact, very friendly and supportive.” Gerald

Read more…

“It's impossible to map out a route to your destination if you don't know where you're starting from.” Suze Orman

Fully independent

We pride ourselves on being fully independent with access to the whole of the market. This means we can deal with a wide range of product providers for the products we recommend – and are not restricted to just one or two. That way you know you will be getting the widest possible choice. It also allows us to tailor our recommendations to what will suit you best.

Read more…

“A goal is a dream with a deadline.” Napoleon Hill

Transparent fee structure

We pride ourselves on being a service-based business and on offering value for money and total transparency – this applies to our fee structure as well as our advice. We always meet with you, at the outset, to discuss your requirements and the initial meeting is always at our expense. All other fees are agreed by discussion and the level of fees depends entirely on the level of financial planning you require.

Read more…

Loading...