APFS, Cert CII (MP & ER)
Contact Nick: firstname.lastname@example.org
Nick is a Chartered Financial Planner and a member of the Chartered Insurance Institute and Personal Finance Society. Having worked in financial services since 1990, Nick has a broad range of experience advising both private and corporate clients. He works with other professionals, including solicitors and accountants, in preparing strategies that will help clients achieve their goals.
Nick can provide a holistic approach to financial planning, and particularly enjoys wealth and investment management as well as retirement planning.