Senior Partner Practice of St. James's Place Wealth Management
Each individual is as unique as their personal circumstances, Nick recognises this and provides bespoke financial planning and mortgage advice to a well-diversified client base.
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.
Outside of work Nick enjoys spending time with his partner Stefania and son Jenson, they love to eat out and spend time outdoors (walking, sightseeing, traveling).
Nick takes a pride in keeping fit but loves nothing more than getting his leathers on and hitting the open road on his motorbike for an adventuress ride.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Navigation Wealth Management Ltd is registered in England and Wales, Number 11953339. Registered Office: Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AH, United Kingdom.