Meet Nick

At work

Nick has worked in financial services for ten years. Today, he is a Chartered Financial Planner, a Certified Financial Planner and a Fellow of the Personal Finance Society. Very few financial professionals hold all three esteemed accreditations.

His areas of expertise centre around pensions, trusts, tax, and investment portfolio construction.

Nick specialises in working with clients who are starting to plan for retirement. He enjoys helping clients make good financial decisions that will lead them to their ideal retirement lifestyle.

Nick has won the highly coveted Investment Advice Specialist of the year at the 2021/22 Personal Finance Society Awards.

At home

Nick loves to keep fit. Most weekends, you can find him walking up a random hill somewhere!

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Nick’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Nick’s.