MDS Financial Group
Telephone: 01730 231 523
Mobile: 07889 435 253
Address: 18 Pulens Lane, Petersfield, Hampshire GU31 4DB
Type of member: Financial Adviser
Member since: June 2013
Nick has worked in Financial Planning for over 30 years and has a successful Practice covering the South and South East and has offices in Hampshire and Surrey.
He has worked with his clients to help them create wealth, preserve and protect their assets and to help them and their families with those important later life decisions.
Nick specialises in helping clients make informed decisions about the most effective way of covering the costs of later life care whilst ensuring that all available benefits are claimed to help towards the costs. He recognises that such decisions span generations and is keen to involve the whole family in the decision making process.
One of his clients said:
"From the very first point of engagement through to successful delivery, Nick has been an absolute joy to work with. He over-delivered on everything and kept us in the loop continously. He is a breath of fresh air in the financial services industry. We recommend him highly."