Nick can help you with…

Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
In particular, Nick specialises in helping private clients, whether that be individuals approaching retirement, families looking to create generation wealth strategies or those with Inheritance Tax concerns. He also has vast experience of dealing with business owners, who generally share the need to plan for the same life events.

Nick also works closely with other professionals, such as lawyers and accountants. His team approach is centred around doing his best for his clients and meeting their holistic needs.

Nick has built many longstanding trusted relationships with clients across the West Midlands and beyond.

Outside of work…
Nick likes to get outdoors, walking his dog Murphy regularly when away from his desk. He lives in a full house with his wife, son, daughter, dog and two cats!

He is a long-suffering armchair supporter of his hometown club Peterborough United but loves spending his time away from football and home. As his passions include travelling, dining and enjoying a nice tipple, he lists Copenhagen & Edinburgh amongst the favourite places he’s visited.