Works closely with
DipPFS Certs CII (MP & ER)
Diploma in Financial Planning
Certificate in Financial Planning
Certificate in Equity Release
Award in Pensions Update
Certificate in Mortgage Advice
Certificate in Life & Pensions
Award in Long Term Care Insurance
Nick has been working in financial services for more than 20 years. He is passionate about providing clients with the appropriate financial peace of mind that they seek.
Nick’s specialist areas include Equity Release and estate planning; he therefore works predominantly with people at retirement age, helping them to design and achieve the retirement lifestyle that they want. Nick is a Pension Specialist and has advanced qualifications in investment planning.
Nick is also on the committee for the Thames Valley Personal Finance Society.
Nick enjoys cricket and cycling, as well as spending time outdoors with his young family.
The important stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Nick’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Nick’s.