Nick has always had a significant interest in personal finance and now passionately helps individuals achieve their financial goals. He helps his clients navigate the increasingly complex world of pensions, tax, investments, and retirement, to provide clarity and peace of mind. He has a passion for keeping abreast with global investment markets and uses his experience to help clients determine how to approach risk and return in the context of their needs.
Nick has over 35 years’ experience in financial services, working for a variety of large investment banks, initially as a fund manager, and latterly as an institutional stockbroker advising some of the world’s largest pension funds and asset managers. Nick holds a Diploma in Regulated Financial Planning.
Nick is married with four children and lives in Hampshire. He has a wide variety of interests including tennis, golf, fishing, and gardening. He also enjoys the occasional challenge, having sailed the Atlantic and ridden a bicycle from London to Sydney to raise money for good causes.
“Nick helps his clients navigate the increasingly complex world of pensions, tax, investments, and retirement, to provide clarity and peace of mind.”