Nick is a Business Development Director of Vintage Wealth Management’s private wealth division in South West England, where he leads a team providing expert planning advice to high-net-worth individuals and corporate clients. He originally established the business in 2009, increasing funds under management to over £100m prior to its acquisition by Vintage Wealth Management in 2021.
Nick has gained extensive experience in financial services over a career spanning almost four decades, first moving into the independent sector in 1995 after roles with NatWest, Prudential and SunLife. He has a wide range of experience, and particular strengths in building and developing businesses, systems implementation, business planning and M&A. Nick is a qualified Pension Transfer specialist, holds a Diploma in Financial Planning and is a member of the Institute of Directors.
Good to talk: Opening up on the tricky topic of family inheritance16/11/2023
Fair share: Prioritising pensions during a divorce31/10/2023
Right first time: Three routes into home ownership12/10/2023
Rising interest: Turning attention to cash strategies in wake of rate hikes28/09/2023
Legacy planning in the face of rising inheritance tax liabilities14/09/2023