Nick Bone

About

I have been in the financial services industry since 2002 having previously worked in brokerages and latterly leading teams of Financial professionals with two national banks. My client base is diverse ranging from young professionals starting out to business owners and medical professionals. I formed Nicholas Bone Financial to solely focus on great customer experience. I offer true financial planning and can help clients and their families with wealth management solutions, pension advice, mortgage advice and succession planning. Meetings can be done face to face, by zoom or phone. I believe everyone should have access to professional financial advice and therefore I do not require clients to have a minimum amount of investable assets or mortgage borrowing to benefit from the service. You can also be safe in the knowledge you will not be passed to a call centre or another adviser - you will deal with me throughout our relationship. As a new client, I will spend time to fully understand your current financial position, hopes, dreams and lifestyle aspirations. The information provided allows us to create a plan to make the goals a reality. My spare time revolves around my family. When not chasing after my 6 year old son Harvey I enjoy getting out on my bike into the countryside or for a swim at Sale Water Park. Here's what makes my business a bit different • As your dedicated adviser I will remain with you throughout the relationship • Receive a personal friendly service • Enough time given to complete a goal based financial plan • Fully qualified adviser with 20 years’ experience in financial services • Instant access to your policies through secure client website or app • Simple financial advice process done your way; phone, zoom or face to face • Complete financial services offering, mortgages, financial planning, wealth management and Pension advice To arrange a no-obligation meeting at your home or office please call 07412 841 848 Nicholas Bone Financial is a trading name of Greenwood Mortgages Ltd Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 04/09/2024