Nick Travis

Areas of expertise

Integrated wealth management; court of protection/personal injury.

 

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, personal injury settlements, and charities. Nick is particularly focused on supporting business owners in structuring their personal financial affairs while they grow and eventually exit their businesses.

 

Notable achievements

  • Named in PAM’s 2017 ‘40 under 40’. 
  • Named in Citywire’s 2014 and 2015 ‘30 Under 30 in Wealth Management’ lists.
  • Awarded Outstanding Mentor of the Year by the Worshipful Company of Information Technologists for his work with entrepreneurs.

 

Professional qualifications/memberships

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

 

You can find Nick at:

  • London

 

Departments:

  • Investment management

Contact us

Nick Travis profile image
Nick Travis

Partner London +44 (0)20 7131 4223

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