Nick joined Arete Financial Planning in 2017, following five years at St. James’s Place Wealth Management.
In his role as a Chartered financial planner, he enjoys helping hard working people achieve their goals so they can live their best life. He is proud to work within a team that offers a planning-led service that puts clients at the forefront of everything they do.
Nick specialises in pensions, tax planning and investments, working closely with business owners and professionals based mainly in London. He has specific focus on individuals within the creative/talent sector and the pharmaceutical industry. Whilst these two industries are seemingly worlds apart, what unites the people within them is the need for a plan to ensure they can achieve their financial goals whilst continuing to focus on their personal and professional ambitions.