Chartered Financial Planner
Nick Foley is a Chartered Financial Planner with Bishop Fleming Independent Financial Advisers. He is based in our Bristol, Bath and Worcester offices.
Prior to joining Bishop Fleming, Nick trained at a Bristol consultancy firm where he spent six years working with a diverse portfolio of personal and corporate clients. He has expertise in a range of disciplines including retirement and pensions planning, business and personal protection, investment advice and estate planning.
Nick holds the Certificate, Regulated Diploma and Advanced Diploma in Financial Planning through the Chartered Insurance Institute. He also holds specialist exams which allow him to advise on long-term care planning and pension transfers.
Outside of work, Nick is a big fan of the outdoors and can usually be found adventuring (getting lost!) up a mountain, trail running or at sea. He is currently training towards swimming the English Channel as part of Bishop Fleming’s relay team swim.