- Fellowship of the Personal Finance Society
- Chartered Financial Planner
- Certified Financial Planner
- Chartered Wealth Manager
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in Securities Advice & Dealing
- Award in Pensions Update
- Certificate in Life & Pensions
- STEP Diploma in Financial Services
Nick has worked in financial services for thirteen years. Today, he is a Chartered Financial Planner, a Certified Financial Planner and a Fellow of the Personal Finance Society. Very few financial professionals hold all three esteemed accreditations.
Nick specialises in pensions, trusts, tax, and investment portfolio construction. He enjoys helping clients make sound financial decisions that help them get what they want out of their lives.
Nick has won the highly coveted Investment Advice Specialist of the year at the 2021/22 Personal Finance Society Awards.
Nick loves to keep fit. Until the birth of his son, you could find him walking up a random hill somewhere, and now he has to make do with walks to the park and an exercise bike!
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.
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