Nicholas is a Chartered Financial Planner and member of the Society of Later Life Advisers based in Milton Keynes, providing Wealth management advice to high-net-worth individuals and their families in the Home Counties, Thames Valley, and South Midlands area.
Experience
Nicholas specialises in the creation and delivery of personalised financial cash flow models, building and presenting complex personal planning scenarios to support clients in the achievement of their life goals and ambitions.
As a member of the Society of Later Life Advisers, Nicholas also advises more vulnerable clients on Retirement Planning, Estate Planning and Care Funding in the latter stages of life.
Work Highlights
VouchedFor Top Rated Adviser
Citywire Top 35 under 35 Financial Adviser
Accreditations/ Memberships of professional bodies
Fellow of the Personal Finance Society - CII / PFS
Chartered Financial Planner - CII / PFS
Accredited Member of the Society of Later Life Advisers
"Nicholas advised us on how to best plan for retirement and manage our money for the future and helped guide us through the various considerations of family planning, pension planning and investment planning, as well as our appetites for risk and servicing our future financial needs."
