0330 038 8940
Based in Horley
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FCA status: Certified by Firm
Nick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nick's status
Last checked: 29 October 2025
Nick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nick's status
67
Recent Client Reviews
Nick has received 67 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nick has received 67 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 29 May 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.
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Nick has not yet added their qualifications to their profile
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I am a chartered financial planner and fellow with the Personal Finance Society, with a broad knowledge and a wealth of experience across the industry, including qualifications in pensions and investments, personal tax, mortgages and long term care. To my mind, the purpose of our industry is to help our clients not only to achieve their financial goals but to understand why and what the reasoning is behind those decisions; to build confidence and understanding, as well as making use of the technical aspects of tax efficiency and investment planning. At its best, this builds trust and confidence, through strong and long-lasting relationships that can span the generations. I work predominantly with individual clients and their families in all aspects of their personal, business and Trust planning and the greatest satisfaction in knowing that I have provided professional, relevant and personal advice that can really make a difference to our clients lives. Outside of the office, I can be found thrashing a golf ball around the countryside or jogging slowly along the south coast.