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Christy Nevin Financial planning

Christy Nevin

Financial planning

Areas of expertise

Christy provides holistic financial planning specialising in:
Investment portfolio construction
Retirement planning
Inter-generational estate planning


With 20 years working in the wealth management profession, Christy has gained extensive experience of working with individuals and their families.
Having grown up locally, Christy moved back to join the Cambridge office in 2013.

Notable client work and achievements

Helped a couple understand they could stop working ten years earlier than they had expected by mapping out their future using cash flow forecasting and combining this with a review of their existing pensions and investments.

Professional qualifications and memberships

Christy is a Member of Personal Finance Society and holds the diploma in financial planning from the Chartered Insurance Institute (CII). Christy also holds the advanced qualification in Investment Planning.

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