Chiltern Consultancy Limited
Telephone: 01494 451 441
Mobile: 07774 264 356
Address: Chiltern House, Unit 5 , Stokenchurch Business Park, Ibstone Road, Buckinghamshire HP14 3FE
Type of member: Financial Adviser
Member since: August 2014
Nick is a highly trusted and experienced finance professional. He advises both the professional market and individual clients, working closely with families to provide a comprehensive financial support strategy.
As an experienced financial planner, he supports his corporate & individual clients in relation to:
- Protection planning
- Tax efficient Savings & Investment
- Retirement strategies (including workplace retirement planning)
- Estate planning – including wealth creation, investment portfolio construction, later life care strategies, equity release, lifetime & general mortgages.
Through a detailed holistic approach, Nick helps his clients to consider and define their lifetime planning objectives, explaining the options available supporting clients and their families in making the best-informed choices, which provides them with confidence in their financial future.
As a later life professional adviser Nick liaises with his clients, their family and financial providers, working with the Power of Attorney to support the best financial outcome for care provision and its funding.
Nick is a very keen swimmer, motorcycle tourer, cricket and rugby enthusiast. His sports interests mean that he rarely gets the time to support his other passion Campaigning for Real Ale (CAMRA) although he has been successful in combining both of his passions by helping fund raising beer festivals for his local village, supporting a local charity for the community as well as club.