Nigel Swan
Ellis Bates Financial Advisers (part of Shackleton)
Minimum savings/pensions: Over £250,000
0330 038 8940
Based in Morpeth
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: February, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Nigel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nigel's status
Last checked: 28 February 2025
Nigel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nigel's status
41
Recent Client Reviews
Nigel has received 41 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nigel has received 41 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Nigel has not yet added their qualifications to their profile
Qualifications not yet added
Nigel has not yet added their qualifications to their profile
Transparent Fees
Nigel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Nigel has provided information on their typical fees
Nigel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Nigel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nigel's status
Last checked: 28 February 2025
Nigel is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nigel's status
41
Recent Client Reviews
Nigel has received 41 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nigel has received 41 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Nigel has not yet added their qualifications to their profile
Qualifications not yet added
Nigel has not yet added their qualifications to their profile
Transparent Fees
Nigel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Nigel has provided information on their typical fees
Nigel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
After completing a Business (Hons) degree in 1999 I moved into financial services and worked for both insurance companies and Independent Financial Advice firms, gaining a valuable breadth of experience. My approach is very much analysis based, to comprehensively map out a client’s current position in terms of resources and then to work with them to create their financial goals. My aim is to make matters both understandable and relevant to my clients, ensuring their financial knowledge improves significantly throughout the planning journey. I hold regular reviews with my clients, to keep abreast of any changes in circumstances or new financial goals they may wish to work towards. I can provide expert financial help and advice on a wide range of areas including pensions, pension planning, retirement planning and forecasting, tax planning, insurance and protection, savings and investments, investment advice, socially responsible investing, estate planning and inheritance tax planning. I work with both individuals and businesses. I use sophisticated cashflow modelling software to help develop lifetime financial plans and to bring a financial future to life: • Plan and analyse financial goals • Project them forwards over time • Visualise how changing circumstances will impact a plan • Assess the likelihood of goal achievement • Clarify the actions needed throughout your financial journey I offer you expert financial solutions and services from saving up for your first home to protecting your family’s inheritance in later life – and everything in between. Outside of work I enjoy keeping fit and active, spending time with my young family and meeting up with friends for a regular game of golf.
£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 Nigel's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.