Nick Grogan

Chartered Financial Planner

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Qualifications

  • 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

Meet Nick

At work

Nick has worked in financial services for ten 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.

His areas of expertise centre around pensions, trusts, tax and investment portfolio construction.

Nick specialises in working with clients who are starting to plan for retirement. He enjoys helping clients make good financial decisions that will lead them to their ideal retirement lifestyle.

At home

Nick loves to keep fit. Most weekends, you can find him walking up a random hill somewhere!

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.

 

Get in touch

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