Nick works with clients helping them to plan for the future that they want.  By building solid relationships with clients, Nick hears what is important to them, what their priorities are and then creates a considered and structured solution that will help them to manage and understand their financial affairs and achieve their aims. This is presented as a “Lifestyle Financial Plan” a clear and easy to understand report that Nick reviews regularly with clients and updates it to take into account and life changes that may affect the anticipated outcome.

Nick has attained the internationally recognised Certified Financial Planner™ licence through by passing high level exams and completing a rigorous case study. This accreditation is testament to his practical ability to create financial plans that meets the CFP international standard. To maintain the licence Nick is committed to ongoing educational activity and adheres to a strict code of conduct.

Specialist Expertise

• Lifestyle Financial Planning
• Pensions
• Tax efficient investments
• IHT planning
• Employee Benefits
• Key Man Insurance
• Long term care provison

Memberships

• Personal Finance Society (PFS)
• Institute of Financial Planning (IFP)