Nicola Watts

As a Chartered Fellow and Certified Financial Planner, I’m passionate about providing my clients with the best service and solutions, specialising in pensions, investments and Inheritance Tax planning. I’m supported by a highly trained and well-qualified team. We offer a personal approach to all our clients, helping them focus on their financial future. We’re known for being friendly and approachable while offering a professional and knowledgeable financial planning service. We work in partnership with you to help you set goals and, wherever possible, achieve them! Since starting my career in financial services in 2000, I have achieved a range of relevant qualifications in pensions, taxation, trusts and personal investment planning. I’m married to David, and we have two daughters, Emily and Olivia. I have lived locally for more than 30 years. Working full-time, most of my spare time is spent enjoying time with my family, including Poppy and Bertha, our Labradors. However, as a family, we have a “bucket list” of places to visit and things to do! More about Jane Smith Financial Planning: We’re an independent financial planning firm based in Olney, Milton Keynes. We’re family-run and have been helping clients live the life they want to live for more than 25 years. Our team takes pride in everything they do, offering a range of specialist financial planning and investment services for all life events. We work with a range of clients, particularly professionals with busy lives. If you’re looking to invest, thinking about retiring, or have received an inheritance, we’re here to help. Our focus is on understanding your needs and aspirations so we can help you gain clarity, security and financial freedom. Get in touch today to see how we can help you.