Nick Wheatley

Wealth Planner


DipPFS


Nick has worked in financial services since leaving school in 1989. He began his career with Lloyds Bank, working through the ranks to become branch manager in Ripon, North Yorkshire.
A change in direction in 2000 saw Nick join a local Independent Financial Advisers, initially fulfilling administration duties while completing training to be an adviser, which he became in 2006.
Nick enjoys getting to know people to see what makes them tick, using this knowledge to help provide advice on how they can meet their financial goals.

"Outside of work my main 'job' is taxi driver to the children’s varying sporting activities. I enjoy all sport but my main passion is football, still rolling out once a week for five-a-side and continue to experience the joy and despair of supporting Leeds United. The joys of watching European football at the Camp Nou and the Bernebeu to the despair of a wet away day in Crewe!"

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