What sets Nick apart?
Nick is an expert in advising a broad range of clients with financial planning and wealth management.
He advises on such matters as retirement and pensions planning, business and personal protection, investment advice and estate planning.
Nick takes a pragmatic approach to the advice he provides, not only looking at what is legislatively possible, but what best meets the needs of the client.
He holds the Certificate, Regulated Diploma and Advanced Diploma in Financial Planning through the Chartered Insurance Institute.
Nick also holds specialist exams which allow him to advise on long-term care planning and pension transfers.
• Personal & corporate planning
• Retirement planning arrangements from personal pension to complex self-invested arrangements and occupational schemes
• Guidance with preparing for lifestyle changes
• Wealth planning
• Estate planning