0330 038 8941
Based in Alton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Nick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Nick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Nick has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nick has received 9 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 05 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
11
Qualifications Uploaded
Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nick has not yet added their fees to their profile
Fees not yet added
Nick has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Nick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Nick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Nick has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nick has received 9 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 05 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
11
Qualifications Uploaded
Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
11 qualification certificates available to view
Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nick has not yet added their fees to their profile
Fees not yet added
Nick has not yet added their fees to their profile
Over the last 10 years, I have helped my clients achieve a wide range of personal objectives to do with retirement planning (Pre & Post), investing, and safeguarding family wealth through financial protection and inheritance tax planning. My expertise lies in financial planning, where the focal point is not just your finances, but you as a whole. By using cashflow planning, I assist clients in assessing their current financial situation and model various scenarios, enabling them to make informed decisions and to explore opportunities they might not have previously considered, such as early retirement. Outside of work, I’m a keen cook and avid MasterChef fan. I live at home with my wife Emily, son Jack, and our Cockapoo, Wallace. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver Quilter Financial Services limited & Quilter Mortgage planning Limited 23/01/2024
Offers available through VouchedFor
Contact Nick through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Nick's clients
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