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
- Member of Symponia
Nicholas Hamilton Director - Financial Planning
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
Areas of expertise
- Financial Planning
- Pension Planning
- Cashflow modelling
- Retirement planning
- Later life planning
What our clients say |
"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." VouchedFor feedback |