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Nicola Conway

DipPFS MAQ ER

With over 20 years experience within financial services, I work closely with all of my clients, developing long term relationships based on trust.

I take time to understand my clients, their needs and how we can work together to help achieve future aspirations. My service is based on high standards, clear communication and a professional but friendly approach.

About

As an Associate Partner of St. James's Place, I offer a dedicated personal wealth management service with individually tailored solutions. My philosophy focuses on maintaining a long-term, trusted relationship with my clients, helping them create a firm foundation in meeting their financial objectives so that they can look to the future with confidence and optimism.

I have been providing a wealth management service to individuals and businesses since 1990 and was invited to become an Associate Partner Practice of St. James's Place in 2020 after joining as a financial adviser in 2018.

I have specialist knowledge which enables me to provide detailed, bespoke advice on: Pension Planning and Retirement Planning, Trusts* and Inheritance Tax planning, Equity Release and Later Life Planning. I also provide advice on broader topics such as investment planning, mortgages and personal and business protection.

My expertise and knowledge, developed over many years, enables me to help clients, both individually and in business, to fulfill their aims and aspirations, as well as offering peace of mind regarding their future prosperity.

Your home may be repossessed if you do not keep up payments on your mortgage.

Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please contact me to ask for a personalised illustration.

*Trusts are not regulated by the Financial Conduct Authority. 

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.
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Testimonials

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I have known Nicky for many years and I trust her totally. She makes anything complicated easy to understand and I have been thrilled with the performance of my pension with St. James's Place since I transferred it over to Minerva Financial Solutions. I now get regular financial reviews and under...

Wendy Livesey| Business Owner (Home Loving Cats), Winsford, Cheshire
Past performance is not indicative of future performance.

News & Insights

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More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 21/02/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Minerva Financial Solutions Limited is registered in England and Wales, Number 14286746. Registered Office: Unit 4 The Barracks, Barracks Square, Newcastle, Staffordshire, ST5 1LG.