Nick is a Chartered Fellow of the Personal Finance Society, Chartered Member of the Securities Institute and an Occupational Pension Transfer Specialist. With over 30 years in the financial services industry, Nicolas has worked in investments and wealth management before joining Wren Sterling.
He focuses on understanding clients’ financial health, wealth and potential risks todesign an appropriate holistic plan, including tax efficient investment, inheritance tax, protection and pension solutionsto support their individual needs and circumstances for their financial goals and independence.
In his spare time Nick likes to spend time with his family, walking his dog, watching rugby and the odd round of golf.
Financial adviser Oxford
You can get in touch with Nicolas and his team at our offices in Oxford. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK.