Nic Swetman

Chartered Financial Planner, Partner

Nic provides tailored pension and investment advice to high net worth individuals and senior executives, with a particular focus on retirement planning and complex tax arrangements. Known for his thorough and strategic approach, he helps clients make confident, well-informed decisions about their financial futures.

With over 15 years of experience as a financial adviser, Nic has achieved Chartered Financial Planner status, the gold standard in the profession, placing him among the most qualified advisers in the UK. He is also a highly regarded pension transfer specialist, frequently sought out for his technical expertise.

Nic studied Economics at Bristol University and is uniquely dual qualified as both a Chartered Financial Planner and a Chartered Surveyor, offering clients a well-rounded perspective on their financial affairs.

Nic specialises in providing tailored pension and investment advice to high net worth individuals and senior executives.