0330 038 8940
Based in Olney
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FCA Regulated
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 December 2025
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
34
Recent Client Reviews
Nicola has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nicola has received 34 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 November 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
12
Qualifications Uploaded
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nicola has not yet added their fees to their profile
Fees not yet added
Nicola has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Nicola
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 5 first impressions)
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, Bertha and Harris, 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 30 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.