As an experienced and Chartered financial planner, Nick has worked with clients on areas including retirement planning and financial independence. In addition, he has worked extensively with clients and their families on matters involving estate preservation and tax efficient financial planning.
Nick’s clients are typically aged between 50 and 80 years old and looking for help, guidance, and advice on their next steps, allowing them to move towards their desired goals.
Nick enjoys the simple things in life, especially spending time at home with his family. Together, they enjoy watching many sports, including rugby and F1, but when he’s alone, football is his guilty pleasure. The family also has various animals and two little dachshunds, called Charlie and Jurgen.
Trust is crucial, and we want you to feel confident when choosing us. Take a look at Nick’s credentials on the FCA Register and his Statement of Professional Standing.