0330 038 8938
Based in Newcastle-upon-Tyne
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2020
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 30 April 2025
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Nicola has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nicola has received 22 client reviews in the past 12 months; 100% of these have been verified
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: 31 March 2025
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.
7
Qualifications Uploaded
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Nicola
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 30 April 2025
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Nicola has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nicola has received 22 client reviews in the past 12 months; 100% of these have been verified
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: 31 March 2025
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.
7
Qualifications Uploaded
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Nicola
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 3 first impressions)
I am a financial planner providing professional services. I specialise in retirement planning as well as business planning for Limited Companies. My client base is predominantly company directors, professionals and people approaching retirement. As we progress through life we all focus on different goals. My advice covers all areas of wealth management with my specialist areas being retirement planning, and business advice. I will also review investment planning and IHT advice, as well as protection and effective intergenerational family planning. I have a passion for helping others achieve their goals. I’m proud to work closely with each client building solid relationships. Planning your future is an important step. Ultimately my goal is to help you to achieve your goal. I am based in Co. Durham, but work with clients nationwide My aim is to nurture long term relationships with my clients, continuously supporting over time as financial needs evolve over the years. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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. 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 18/03/2025
£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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