0330 038 8938
Based in Milton-Keynes
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: June, 2020
4.6 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Nicholas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nicholas's statusLast checked: 24 September 2026
Nicholas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nicholas's status
19
Recent Client Reviews
Nicholas has received 19 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Nicholas has received 19 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: 30 July 2026
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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Transparent Fees
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32
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicholas (based on 32 first impressions)100% of users who are not yet clients had a positive first experience with Nicholas
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicholas (based on 32 first impressions)
About
Nicholas is a Chartered Financial Planner and a Director of Forvis Mazars, currently responsible for leading our independent financial planning team in Milton Keynes (having previously lead our team in London for 2 years). Nicholas has obtained Fellowship of the Personal Finance Society (this prestigious achievement is recognition of his knowledge and technical capability, as well as his ongoing commitment to professional development) and is also a member of the Society of Later Life Advisers (SOLLA - this accreditation is acknowledgement of his knowledge and understanding of the specific needs of older clients). By listening to the needs of his clients and encouraging thought provoking discussions regarding their financial and lifestyle objectives, he develop tailored financial planning strategies aligned to their specific goals. Nicholas is a strong advocate of lifetime cashflow modelling and believes that everyone should have a financial plan regardless of their financial position or personal circumstances. For Nicholas, “financial planning isn't just about setting up investments or arranging new products, it's about understanding what my clients want to achieve - their motivations, worries and their long term plans - and putting together a robust and flexible goals-based financial plan that can adapt to their changing needs over time”. Nicholas is adept at providing advice in relation to all personal financial planning matters, whether related to retirement planning, tax and estate planning, funding for particular objectives (such as school fees or long-term care costs) or wealth management and he am also skilled in advising on personal or business protection requirements. Qualifications: - Fellow of the Personal Finance Society (CII) - Chartered Financial Planner (CII) - Advanced Diploma in Financial Planning (CII) - Diploma in Regulated Financial Planning (CII) - Pension Transfer Specialist (CII) - Award in Long Term Care Insurance (CII) - Accredited Member of the Society of Later Life Advisers (SOLLA)