About us

Nautical Wealth was founded to create bespoke financial advice for individuals and businesses, especially those looking for guidance in the complex pension planning, investment planning and inheritance tax arenas. 

The team at Nautical Wealth have over 20 years’ experience in financial services and are driven to provide a personal service which provides advice and guidance to all clients whenever it is needed, and not just at an ongoing advice planning meeting. 

The long-term goal for Nautical Wealth is to continue the first-class service to existing clients, whilst welcoming 10-15 new clients every year into the 'family'. Giving back is important too, with Nic spending time supporting the local community through volunteering as crew on the Lowestoft RNLI Lifeboat, governor at the Benjamin Britten School, and as coach at Waveney Football Club.