0330 038 8939
Based in Tiverton
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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: 01 April 2025
Nick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Nick has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nick has received 6 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: 01 November 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
Nick has not yet added their qualifications to their profile
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Nick has not yet added their qualifications to their profile
Transparent Fees
Nick has not yet added their fees to their profile
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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: 01 April 2025
Nick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Nick has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nick has received 6 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: 01 November 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
Nick has not yet added their qualifications to their profile
Qualifications not yet added
Nick has not yet added their qualifications to their profile
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
Hi, I'm Nick, I am an Independent Financial Adviser, Chartered Financial Planner and Director of Westward Financial Management. My passion lies in empowering my clients to make informed decisions that align with their financial goals and personal preferences. By tailoring solutions to fit a client’s needs, I aim to simplify the financial planning process and provide peace of mind. I take a holistic and risk managed approach to financial planning with expertise developed from working with and advising new and loyal clients over many years. Recognising that each client has individual needs, I dedicate myself to gaining a deep understanding and appreciation of their unique situation before making recommendations. My priority is building long-lasting relationships with my clients, founded on trust, integrity, and transparency, coupled with a shared commitment to achieving their financial objectives. Whether you're looking to refine your current portfolio strategy or starting your financial journey and investing for the first time, I'm here to guide you every step of the way. Let’s work together to create a plan that puts you on track to reach your financial goals and secure your future.
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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