With experience as an Independent Financial Adviser (IFA) since 1998, having spent 12 years working directly for a financial services firm prior to becoming an IFA, Nick is a highly experienced finance professional.
He is a member of the Personal Finance Society, the Chartered Insurance Institute, Symponia Later Life Care specialist as well as a Certified Mortgage Specialist.
Nick primarily works within the professional market, advising clients that have been referred to him by their accountant or solicitor. As an experienced financial planner, he supports directors and executive clients in relation to:
Investment and tax saving strategies
Retirement planning and exit strategies (including workplace retirement planning & Auto Enrolment )
Estate planning – including wealth creation, investment portfolio construction, later life care strategies, equity release, lifetime mortgages and other on-going requirements. Through a holistic approach, Nick helps his clients consider and define their individual planning needs and objectives. He explains the options available which supports clients in making informed choices, that provide them with confidence in their financial future.
Independent, no own products:
Online buying and selling options: