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 and IFA services to the residents of Olney, Milton Keynes, Buckinghamshire 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!