Nick has worked in the financial services industry for over 30 years and has great experience of helping clients achieve their financial goals. He has attained the internationally recognised Certified Financial Planner™ licence by passing high level exams and this accreditation is testament to his ability to create effective financial plans. In addition to his membership of the Personal Financial Society, Nick is a member of the Chartered Institute for Securities & Investment (CISI) .
He helps clients to plan effectively for their financial future by creating a considered and structured solution that enables them to understand and better manage their financial affairs in order to achieve their aims. This is presented as a personalised “Lifestyle Financial Plan”, a clear and easy to understand report that is regularly reviewed and updated to take account of changes that may affect the anticipated outcome.
Outside work, Nick is a keen motorcyclist and enjoys attending motorcycle events and biking around Europe. He also enjoys playing the guitar but says he is not ready to give up the day job just yet!