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initial consultation
Our advisers are recruited and carefully selected by our highly experienced management team.
We complete thorough due diligence on the advisers to ensure that we only work with the best advisers and to ensure they will act professionally in accordance with our exacting standards; all are fully qualified (level 4 diploma) and a number hold the highest standard of qualification, which is chartered.
Thomas Godley
We wanted guidance with our pension plan and Nigel answered all our concerns in plain English. We felt at ease with him and at no time did we feel any peer pressure. Was given a lot of advice and we are currently moving forward with this.
Victoria Stirk
I honestly couldn’t be more happy with the service Nigel has provided. I’ve had a bad experience in the past where my best interest certainly wasn’t key. Nigel has listened to me extensively and put together a very thorough plan which is not only helpful now but will be helpful in the future as we look to mortgage renewal, which I will be doing with Nigel. I am self employed and was aware that I had not prepared for the future in terms of savings and pension and I was also not covered should I be unable to work. Nigel and I talked at great length about my finances and he made some very helpful suggestions which I have acted upon. At no time was I under any pressure to go with the plans he had suggested and I really feel that he has acted in my best interest. he is helping me continue to make plans for my future.
Josie Hamilton-Cook
I wanted to discuss pension planning for my husband and I and general financial planning advice. He helped to understand our current pension situation and give advice on what to do from now and in the future. We feel safe and trust that Nigel will be able to help us plan and deliver the retirement we want and ensure that we are financially secure for the future. He puts us at our ease and knows us as people which allows him to best advise us on the right products which fit us.
Nigel is a fully qualified Financial Adviser holding the Diploma in Regulated Financial Planning, and Private Client Investment Advice and Management qualifications. With 20 years’ experience advising private clients across the broad range of investments, pensions, tax-planning, mortgages and protection, he also works closely with business clients, providing advice to support the financial goals of their business. Achieving clients’ financial aims and providing excellent customer service are at the core of Nigel’s approach. He prides himself on building strong, long lasting, trusted relationships with clients, helping them turn their goals into reality.
Nigel offers the following areas of advice:
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