An Associate Partner Practice of St. James's Place Wealth Management
Nick Howells Wealth Management
Nick Howells
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 our 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.
About
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.
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.
Nick Howells
First Floor Office, 14-15 Montpellier Arcade, Cheltenham, GL50 1SU
Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm
Advice & Services
We'll help you find the right investments so you can achieve your financial goals
Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
Insights and E-Briefing Service
Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Why Choose St. James's place?
We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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.
Nick Howells
Nick Howells Wealth Management