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With over 23 years experience in Financial Planning, the last 17 years have been spent with St. James’s Wealth Management, where Nicky is a Senior Partner.
Nicky prides herself on offering advice and solutions for even the most diverse situations; no challenge is too small or too great.
She specialises in offering expert advice in a wide range of areas including investments, Inheritance Tax planning, pensions and protection. Residential and commercial* mortgages are available through her colleague Louise Poole.
The valuable service she offers her clients is tailored to meet their individual financial needs, thus providing the benefit of a single, seamless relationship; whether their priority is to:
- Build or preserve capital
- Manage cash and borrowings
- Gain financial protection against risk
*Commercial mortgages are not regulated by the Financial Services Authority
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