Areas of expertise
Integrated wealth management; entrepreneurs.
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, 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).
