Financial Services, Banks & Monetary
Nick’s passion for helping guide clients is at the forefront of his advice process, whether this is helping clients secure the most suitable mortgage and protection product or planning for their retirement.
Nick specialises in the unique challenges faced by people in:
• Understanding how life events could change needs and goals
• Strategic and tax efficient wealth management (including the use of onshore and offshore investments)
• Mortgage lending and establishing protection levels needed for life policies, critical illness, income etc.
• Helping young couples become established and planning for the future
• Preparing for and moving though retirement
• Inheritance Tax mitigation
Nick is committed to ensure the service he provides to his clients is of a standard that results in further recommendations for his advice.