Nick Travis

Areas of expertise

Integrated wealth management; entrepreneurs.

Experience

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.

Professional qualifications/memberships

Chartered Member of the Chartered Institute for Securities & Investments (CISI).