0208 166 8476
Based in Sunbury-on-Thames
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FCA Regulated
Last checked: 11 March 2025
Nikki and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Verified reviews: 100%
Nikki has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 20 February 2025
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.
1
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1 qualification certificate available to view
Nikki has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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Checks carried out by VouchedFor
FCA Regulated
Last checked: 11 March 2025
Nikki and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Verified reviews: 100%
Nikki has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 20 February 2025
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.
1
Qualifications Uploaded
1 qualification certificate available to view
Nikki has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Nikki has not yet added their fees to their profile
Nikki Zammit DipPFS Director of Realise Wealth Management, Independent Financial Adviser An experienced financial adviser specialising in tailored wealth management and planning that helps clients to realise and deliver their current and future needs. He has over 15 years of wealth management experience, in this time he has fostered long-term relationships with clients and helped them to make the right planning decisions for them and their families. Services include investments, retirement, protection and inheritance tax planning. Mortgage advice is available by referral to a separately authorised Independent Mortgage Adviser. Contact Nikki on 07725986666 or nikkizammit@visionifp.co.uk Follow Realise Wealth Management or visit www.realisewealthmanagement.com for updates.
£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).
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Adviser Disclaimer
Realise Wealth Management is an appointed representative of the Vision Independent Financial Planning Ltd network, authorised by The Financial Conduct Authority to provide an Independent Financial Planning advice. The award winning network provides assurance that regulatory and compliance demands are being met and monitored to the highest standard. All advice from Realise Wealth Management is offered on a completely independent basis with no restraint or commitment to any products or providers. This allows the provision of the most appropriate advice from the whole of the market, based entirely on individual needs. The future value of investments can fall as well as rise and future growth is not guaranteed. [The Financial Conduct Authority (FCA) do not regulate inheritance tax planning, tax and trusts] Realise Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register. Registered Office: 77 French Street, Sunbury-on-Thames, TW16 5JL. Telephone: 07725986666. Registered in England and Wales. Registration number: 13433023.