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Nicole Everson

CeFA, MIFS, DipFA

Fundamentally I see my approach as one of problem-solving for the client - rather than product selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice always.

About

Based in Knaresborough, I provide wealth management advice to clients both within Knaresborough, and more widely throughout the North of England.


I have worked within the financial sector for over 20 years. Consequently, I have now established many working relationships with individuals within this sector. Due, in part, to the insight and understanding I have learnt, I now have the knowledge and experience, I need for my clients' specific financial requirements – whether these be on a personal or corporate basis.


In line with my professional background, I am focussed on developing specialist knowledge and I am fully qualified as a Trusts* and estate planning Partner. As a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of investment planning, Inheritance Tax planning and retirement strategies.


Outside of my business I am devoted to my Husband and I am very active. I love to cook and explore the world with my family and friends.


Charity is also important to me, whilst making regularly donations to the St. James's Place Charitable Foundation and other local/national charities I also attend various charity events in the Yorkshire area.


Nicole Everson Wealth Management was established in 2017, when its Director Nicole Everson accepted an invitation to join St. James's Place. Prior to this, Nicole had been in the Financial Services sector for over 15 years.


*Trusts are not regulated by the Financial Conduct Authority.

Promotions

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We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.

Yvonne Copley

Practice Support Specialist

Advice and services

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

Testimonials

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My wife and I have used Nicole's professional services and taken her financial advice for over 10 years.&amp%3Blt%3Bbr&amp%3Bgt%3B&amp%3Blt%3Bbr&amp%3Bgt%3BInitially, during our working lives, she advised us on investments that minimised any risks to our savings whilst making stea...

John and Andrea Taylor
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
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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 25/04/2024

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.

Nicole Everson Wealth Management Ltd is registered in England and Wales, Number 10715009. Registered Office: 5 Orchard Grove, Knaresborough, HG5 0YT.