0330 038 8940
Based in Cirencester
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FCA status: Certified by Firm
Nicola is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nicola's status
Last checked: 23 May 2025
Nicola is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nicola's status
Recent Client Reviews
Nicola has not received any client reviews in the past 12 months
Nicola has not received any reviews in the last 12 months
Nicola has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 20 September 2022
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Nicola has not yet added their qualifications to their profile
Qualifications not yet added
Nicola has not yet added their qualifications to their profile
Transparent Fees
Nicola has not yet added their fees to their profile
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Nicola has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Nicola is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nicola's status
Last checked: 23 May 2025
Nicola is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nicola's status
Recent Client Reviews
Nicola has not received any client reviews in the past 12 months
Nicola has not received any reviews in the last 12 months
Nicola has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 20 September 2022
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Nicola has not yet added their qualifications to their profile
Qualifications not yet added
Nicola has not yet added their qualifications to their profile
Transparent Fees
Nicola has not yet added their fees to their profile
Fees not yet added
Nicola has not yet added their fees to their profile
Nikki has worked in financial services for over 30 years initially providing financial advice before moving into management, then returning to financial advice in 2017 to specialise in retirement planning. Nikki is an experienced professional, who is passionate about helping clients build wealth and providing support and guidance throughout retirement, often demystifying the world of finance. She enjoys working with all clients to help them meet their goals, whether that be to understand and improve their current position as they grow their wealth, or to implement a suitable plan to provide an income in retirement. Nikki currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited. Outside of work, I enjoy travel, cycling, yoga and spending time with family and friends.
£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).
About Nicola's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Aviva Financial Advice is a trading style of Succession Financial Management Limited (“Succession”), which is part of the Aviva group of companies and is authorised and regulated by the Financial Conduct Authority. Succession Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 225831. Succession Financial Management Limited is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number: 04454027.