0330 038 8942
Based in Shrewsbury
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: February, 2025
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Nicholas and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 21 April 2026
Nicholas and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Nicholas has received 11 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Nicholas has received 11 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: 10 February 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.
2
Qualifications Uploaded
Nicholas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below2 qualification certificates available to view
Nicholas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nicholas has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowNicholas has provided information on their typical fees
Nicholas has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
About
I have provided financial advice to clients for over 38 years regulated by the Financial Conduct Authority. My previous roles have included being a director of a national company and a Development Manager for one of the largest independent financial firms in the Midlands. In June 2015, I became a Fellow of the Personal Finance Society, the highest accreditation the society awards. Becoming a Fellow of the Personal Finance Society shows that you have attained and maintained the most prestigious level of professional achievement. Designation being FPFS. As a Chartered Financial Adviser my key areas of expertise are: Savings and Investments. ISA’s & General Investments, Onshore & Offshore Bonds Pension & Retirement advice. Including saving for your retirement, at retirement options & choices and decumulation in retirement. Flexible Access Drawdown. Open Market Annuities. Estate Planning. Inheritance Tax Planning. Trust Planning.