I have over 20 years of financial services experience predominantly working in The City as a stockbroker for the likes of Morgan Stanley and JP Morgan before joining St. James's Place.
My breadth of service incorporates both professionals and businesses alike with an emphasis on protecting wealth, retirement planning and the St. James's Place investment management approach.
Away from advising clients I enjoy cooking and am a keen sports fan. I have played hockey for 25 years and whilst the mind is still sharp the body is a little less willing these days. I also have the misfortune of following the England cricket team closely but the pleasure of seeing our rugby thrive under an Australian coach.
I offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average.
I offer a personal wealth management service, I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs.
At the core of my service is regular contact with my clients be it through financial reviews or providing relevant market information and product specific details. I achieve this by publishing a weekly bulletin and quarterly magazine amongst other things.
We offer an excellent wealth management service which will help you achieve your goals
I first met Nick at a networking event held locally in Cheltenham. We chatted and he explained a little about how he helps successful entrepreneurs with their financial decisions. He was friendly, informative, and not at all pushy, I felt at ease and comfortable chatting to Nick. That was over 5 yea...
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.
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.