Nick Adamthwaite
Masterplan Wealth
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
0121 347 6924
Based in Sutton-Coldfield
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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: 07 June 2025
Nick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nick's status
Recent Client Reviews
Nick has not received any client reviews in the past 12 months
Nick has not received any reviews in the last 12 months
Nick has not received any client reviews in the past 12 months
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: 22 July 2024
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.
Qualifications Uploaded
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Qualifications not yet added
Nick has not yet added their qualifications to their profile
Transparent Fees
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Nick has not yet added their fees to their profile
Checks carried out by VouchedFor
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: 07 June 2025
Nick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nick's status
Recent Client Reviews
Nick has not received any client reviews in the past 12 months
Nick has not received any reviews in the last 12 months
Nick has not received any client reviews in the past 12 months
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: 22 July 2024
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.
Qualifications Uploaded
Nick has not yet added their qualifications to their profile
Qualifications not yet added
Nick has not yet added their qualifications to their profile
Transparent Fees
Nick has not yet added their fees to their profile
Fees not yet added
Nick has not yet added their fees to their profile
Hi, Nick Adamthwaite here - Financial Planner & Mortgage Broker at Masterplan Wealth. I love helping people live life on their terms and make financial decisions with confidence. When it comes to mortgages, there's no point stressing out - hand the responsibility over to us experts and you can focus on picking your new furnishings.
£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 Nick's clients
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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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