DipPFS
Nick has had experience in various careers, in various countries, leading to a well-rounded and experienced individual. Having landed a role in financial advice in 2019 and achieving Level 4 Diploma status within a year, he began advising clients at the end of 2020.
Building experience and knowledge all the time, Nick revels in regularly meeting existing clients and bringing on new clients, all with their own individual challenges and stories. Financial advice and wealth planning has become more of a hobby than a job, with great enjoyment taken in assisting clients and their families over the long term.
I have worked in retail, hospitality, real estate and even on a farm in New Zealand! However, nothing is as interesting as speaking to individuals about their personal and financial situation, assisting with them investments, savings, tax and all things money.
I enjoy meeting new people and getting to understand their situation, and building on that to assist them and their family to grow, financially, over time. Outside of work, I support Bolton Wanderers, for my sins and regularly go watching the games. I like to keep fit, getting out hiking and at the gym. I have always been keen on travelling, seeing new places and enjoying the local food, drinks and customs.
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