Nigel has built a wealth of knowledge over 30 years in the Financial Industry which he can use to help provide the right solutions.He can help you plan for the future and achieve your aspirations, whilst protecting what you have achieved so far.
He is very passionate about providing quality advice in a professional straight forward easy to understand manner.
He has a broad knowledge of both the Retail and Commercial Banking marketplace, gained from working as an Adviser and in Regulated Services. More recently he has specialised in the Health Care Sector dealing with GPs & Medical Professionals providing solutions for sickness (Including Locum cover), Life protection, Investments and Retirement Planning.
He is passionate about providing a first-class service not only for the immediate needs of his customers but also to provide Ongoing advice and to ensure their situation is reviewed and they are kept up to date with changing legislation.
He is married to Lorraine and they have 2 children and lives in Penarth, south Wales. In his spare time, he is a keen DIYer and likes to watch sports with a keen interest in golf.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
The Financial Conduct Authority do not regulate Trusts.
Holistic financial planning Establishing and reviewing Trusts Complete personal risk management planning Short and long-term savings and investments