Nick joined Sanlam Arete Financial Planning in 2017. He is a Chartered Financial Planner and is working towards becoming a fellow of the Personal Finance Society.
Nick works primarily with those in the creative & talent sector as well as a senior executives at larger corporates – especially in the pharmaceutical sector. His approach with all clients is to understand what an individual wants their money to do for them and then build a plan to give them the best possible chance to achieve it.
He has found that individuals within the talent and creative sector often want to work as long as they are able to. However, they want the peace of mind that there is a financial plan and a steady income in place should the work dry up. Conversely, those within the corporate world often have a date in mind that they want to stop working so they are free to pursue other interests and ambitions, knowing they will not need to return to work unless they want to.
By creating a plan and giving technical advice on pensions, tax and the creation of a diversified investment portfolio, he wants to ensure clients meet whichever objectives they are trying to achieve. He is proud to work within a team that offers a planning-led service that puts clients at the forefront of everything they do.
Outside of work, Nick tries to play five-aside football whilst he still can, enjoys attending live music events and has recently taken up golf.