Nick Shioleftou

Principal Wealth Manager at NPS Wealth, a Senior Partner Practice of St. James's Place Wealth Management based in West Midlands. I am a Chartered Financial Planner with over 20 years’ experience of working with major UK financial institutions, mainly advising professionals such as Partners in Accountancy, Law and Medical Practitioners on all aspects of their Financial Planning. I pride myself on developing a close relationship with my clients. I not only assist them to identify their goals but also to build realistic and viable plans helping them to be achieved. I look after many business owners regarding their personal and corporate financial planning, including aspects of exit strategies for businesses, tax efficient capital re-investment and planning following business sales. I am also a Member of the Society of Later Life Advisers and a qualified Later Life Adviser. My philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. My aim is to keep clients aware of the most up-to-date information and opinions within the markets and capitalises on this knowledge helping clients receive the very best advice. NPS Wealth is a trading name of NPS Wealth Management Ltd 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. Auto-Enrolment products are not regulated by the Financial Conduct Authority. 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 21/05/2024