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.
Cash Management in volatile times11/08/2022
Trustees reminded of registration responsibilities as HMRC deadline looms03/08/2022
Wills and probate: Creating a family-friendly financial plan for the future26/07/2022
Business protection: Making sure your key assets are covered21/07/2022
Retirement Planning Awards19/07/2022