0330 038 8942
Based in Telford
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FCA Regulated
Nicholas and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 May 2025
Nicholas and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Nicholas has not received any client reviews in the past 12 months
Nicholas has not received any reviews in the last 12 months
Nicholas 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: 11 February 2025
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 below
2 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 not yet added their fees to their profile
Fees not yet added
Nicholas has not yet added their fees to their profile
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 Authority
Last checked: 21 May 2025
Nicholas and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Nicholas has not received any client reviews in the past 12 months
Nicholas has not received any reviews in the last 12 months
Nicholas 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: 11 February 2025
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 below
2 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 not yet added their fees to their profile
Fees not yet added
Nicholas has not yet added their fees to their profile
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.
Offers available through VouchedFor
Contact Nicholas through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Nicholas's clients
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