Nicholas Nesbitt Partner - Financial Planning

Nicholas Nesbitt

Nick is a Private Client Partner specialising in Financial Planning and Wealth Management. Nick helps private clients and business owners to structure their personal finances efficiently and in line with their financial objectives.

He also leads our Healthcare financial planning team, which aims to guide doctors and other medical professionals through the specific financial planning issues relevant to that profession. 

Experience 

Nick joined the firm as a graduate trainee in 2009 and qualified as a Chartered and Certified Financial Planner and Chartered Investment Manager in 2013.

He works with a range of clients, including professionals, business owners and retirees, and enjoys helping clients navigate the complexities of general tax structuring, pension planning, IHT planning and investment management to arrive at simple and efficient strategies that meet their long-term objectives.

For our healthcare clients, Nick and his team have an in-depth knowledge of the NHS Pension Scheme and use this to help doctors make informed decisions about their NHS pension and wider financial position.

Work highlights

  • Most of Nick's career highlights to date have related to assisting clients in solving certain financial problems or meeting specific objectives. 
  • Nick's also recently been featured and quoted in various mainstream media, including The Times, The Telegraph and iNews.

Accreditations/ Memberships of professional bodies

  • Chartered Financial Planner (CII)
  • Certified Financial Planner (CFP)
  • Chartered Investment Manager (CISI)
  • Affiliate Member of the Institute of Chartered Accountants in England and Wales (ICAEW)

Areas of expertise 

What our clients say 

"Nick helped review our finances and made suggestions on how to improve our financial position, e.g. through having an investment portfolio, optimising our pension positions, ensuring we had sufficient protections in place for our children (ie life cover), etc. Nick has, at all times, been excellent at guiding us through the key decisions, ensuring that we are kept fully informed of relevant information and also very easy to talk to and very good at explaining things."

VouchedFor client

"Nick was extremely helpful. We met informally when the business was in the process of being sold, and he gave me solid advice every step of the way. He helped with my life insurance/will provision, my general financial planning and how best to use the lump sum for investment. He is very approachable and knowledgeable."

VouchedFor client

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