Areas of expertise
Integrated wealth management; entrepreneurs.
Nick assists a broad range of clients in structuring their long-term financial plans and discretionary portfolios.
He works closely with tax and financial planning professionals to ensure that all elements of a client’s wealth (often including their businesses) are considered.
Nick’s client base is broad and includes entrepreneurs, angel investors, NEDs, C-Suite Directors, and charities. Nick is particularly focused on supporting business owners in structuring their personal financial affairs while they grow and eventually exit their businesses.
Chartered Member of the Chartered Institute for Securities & Investments (CISI).