Nicola Bates

Areas of expertise

Nicola specialises in:

Discretionary and advisory management of UK and International private clients, pension funds, charities, trusts and corporate clients.

Experience

Nicola has worked for the company since 2000 and has a range of experience with private individuals as well as charities, trusts and corporate clients. She enjoys building lasting relationships with her clients building and managing portfolios to meet their individual objectives.

Nicola looks after portfolios in a variety of structures and tax environments and has experience working with a wide range of asset classes. Nicola also manages a number of ESG portfolios.

Nicola manages a team in the Liverpool office and mentors trainee investment managers from graduate recruitment stage through to sign off as fully qualified Investment Managers.

Notable client work and achievements

Management of portfolios across three generations each with their own unique objectives.

Working with a number of large charitable funds.

Guiding a family group through a business sale and IHT planning working in conjunction with with our financial planners.

Professional qualifications and memberships

BA Honours degree in Economics

Nicola is a Chartered Wealth Manager

Nicola is also a Chartered Fellow of CISI (FCSI)

She holds CII Certificate in Financial Planning.