Nikita Phillips

Nikita Phillips

Old Royle Wealth Management Ltd

Minimum savings/pensions: Any amount

0161 300 0019
Based in Cheadle
View location

Verified since: November, 2024

5 out of 5

5 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 April 2025

    Nikita and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Nikita has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 7

    Qualifications Uploaded

    7 qualification certificates available to view

    Nikita has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Nikita has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Nikita

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nikita (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 April 2025

    Nikita and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Nikita has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 7

    Qualifications Uploaded

    7 qualification certificates available to view

    Nikita has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Nikita has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Nikita

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nikita (based on 3 first impressions)

I offer friendly and straightforward independent financial advice. My goal is to assist individuals in finding practical solutions to their most pressing financial concerns. I focus on establishing long-term relationships with my clients, providing medium to long-term financial planning options, including investments and pensions. Understanding the importance of long-term savings and investment strategies, I am committed to being your trusted advisor for 30+ years. With 49% of financial planners planning to retire during the next 5 years, you can count on me for consistent support throughout our journey together. I am currently studying towards becoming a Chartered Financial Planner, having sat a number of advanced exams in Pensions, Taxation and Trusts. These additional exams have enabled me to provide a more comprehensive advice service to my clients. I offer flexible meeting options, including consultations outside of regular business hours via telephone or video call, or even in the comfort of your home if needed. My clients come from diverse professional backgrounds, and I believe that the strong relationships I cultivate are built on mutual respect and trust. Life has its challenges, and you need an adviser who will be there to support you every step of the way. I offer a free initial consultation, giving you the opportunity to determine if I am the right adviser for your needs

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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