Nick Birtle

Uniquely, Nick qualified and worked as a Chartered Accountant (ACA) before becoming a Financial Advisor (DipPFS). Nick’s ambition is to help individuals and families achieve their desired lifestyles and prepare for whatever the future may bring. He specialises in a people led approach, understanding that personalised situations and ambitions should drive bespoke financial plans rather than off-the-shelf products. Nick’s analytical brain and cashflow modelling experience allows him to bring retirement plans to life via interactive, easy to digest illustrations. He was also on VouchedFor's list of Top Rated Advisers for 2024 and 2025. He uses a logical and mathematical approach to financial planning using academic research and statistics to gives clients the best chance of success. This is done is a friendly, simple and digestible way in order to leave clients feeling empowered and excited for the future. If you have any queries in relation to the protection of your family, exit planning, investing or retirement planning, Nick would be happy to arrange a free initial meeting. Nick currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited. I live in the Lake District with my wife and young son. Having graduated Imperial College London with a First Class Geophysics degree, I later qualified as a Chartered Accountant within KPMG’s Deal Advisory Team in Manchester, before training as a Financial Adviser and moving back to the lakes. My main interests are sport, most notably golf, CrossFit, personal finance, walking and socialising with friends and family. I am extremely passionate about the positive impact that good financial planning can have on the quality of people’s lives. Even small changes can make profound differences. A lot of the hard work can be done for you if you have the correct systems, principles and support network in place.