Nic Bennett
DipFA
I have been working in the financial services industry for over 20 years, dealing with pension planning, investment planning and protection. I have built up expert knowledge and experience that will enable me to assist you (and your business) with all your financial planning needs.
Clients are at the centre of Nautical Wealth Ltd.’s ethos, and you can expect unrivalled service to support you on your financial planning journey.
I am passionate about supporting the local community and giving back. So, in addition to running Nautical Wealth Ltd, I am a volunteer crew member on the Lowestoft RNLI Lifeboat, a governor at the Benjamin Britten Academy of Music & Mathematics, and a coach at Waveney Football Club.
About
I offer the benefit of a single relationship to meet all financial needs, and regularly work with;
- Professional’s looking to grow or manage their wealth
- Retired people looking to protect or preserve their wealth;
- Business owners/director’s looking to ensure they have the right plans in place for their company
My expertise cover multiple areas of financial planning and will help you and your business to:
- Increase and grow your wealth
- Manage pensions, both existing arrangements and new contributions;
- Preserve assets for long-term financial security;
- Protect yourself and your loved ones from unforeseen events;
- Effectively manage capital and borrowings.
In addition to my experience, I also believe quality service and trust builds a long term working relationship. I am committed to building a sustainable service agreement with every client, through regular contact and open lines of communication.
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.
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.
