Nick is the Director of Bath & West Wealth Management, a Partner Practice of St. James's Place. He has a wealth of expertise and experience and prides himself in providing an invaluable service to his clients.
Nick has always had a passion for investment planning, wealth management and business which led to him to complete a degree in Business and Finance before pursuing a career as a financial adviser. He is now a chartered financial planner and a fellow of the personal finance society.
Nick joined Edward Jones in 2005 for whom he set up and ran a successful business as a financial adviser and stockbroker in Bradford on Avon before it was bought by Towry in 2009. He then worked with his clients at Towry for 7 years before being approached to join the prestigious St. James's Place Partnership.
Running his business as a Partner Practice of St. James's Place, Nick works to create and implement financial plans to help clients achieve the future they want for themselves and their families. His knowledge and expertise, combined with that that of other specialists at St. James's Place, allow him to implement and review bespoke financial plans for clients to help meet their objectives in an ever changing economic environment.
His focus is on promoting the development of lifelong relationships with clients, helping them to secure their financial futures through the breadth of wealth management and financial planning services that he offers.
Nick lives in Wiltshire with his wife Kelly, their two young children Hannah & Thomas and their cocker spaniel Bella. Nick enjoys the countryside, golf, tennis, travelling, the gym and playing squash for a local team in the Wiltshire squash leagues.
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.