I first met Nic in a professional capacity when we worked as colleagues at Lloyds Bank. I was always very impressed with his natural manner and the way he puts clients at ease in a meeting situation when they may have felt sceptical for the need of advice. When I needed advice myself I contacted Nic...

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Nic has been a consistent source of practical, frank and sound investment advice for several years. His meticulous preparation and thorough investigation has afforded me the confidence to make significant financial decisions with the knowledge that all material points have been properly considered.

I was recommended to Nic regarding several pensions which I had accumulated over my working life. It was something I had been wanting to sort for ages but didn’t have a clue where to start. To me, It was all very confusing to understand with several of the schemes having been frozen several years ag...

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