about us our wealth planners nick yates
Certified Wealth Planner
Diploma in Financial Planning (DipPFS)
Nick has worked as a Wealth Planner within the Financial Services profession for 30 years. He believes it to be of paramount importance in building sound relationships with clients to help them achieve their financial goals.
"I enjoy motorcycling, watching football and I am also a keen golfer being a member of a local club."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.