Nick has a wealth of experience across all areas of financial planning, specialising in investments and pensions. He assists many individuals who are approaching retirement or who have retired and are concerned about ‘later life’ issues.
He has worked extensively with Police officers, delivering retirement planning seminars and advising officers and staff throughout the South West.
His vast experience is coupled with holding up-to-date qualifications, including the Diploma for Financial Advisers (DipFA), Certificate in Regulated Equity Release (CeRER) and Certificate in Long Term Care (CeLTCI).
Nick has been a fully-accredited member of ‘The Society of Later Life Advisers’ (SOLLA), since 2012 making him well placed to advise on the complex area of planning for later life.
His continuing professional development ensures that our clients receive the highest standards of advice and service.