Nick has over 20 years’ worth of experience in the financial planning industry. Before establishing PLU, Nick was Head of Wealth Management at an international financial advisory company overseeing their advice team.
After graduating from university with a degree in economics, he gained his financial planning qualifications in 2006. He has since worked for Axa Isle of Man, HBOS & RBS Private Clients. Since 2010 Nick has specialised in financial planning and wealth structuring for HNW clients and their families across the globe.
Nick helps clients create a strategic financial plan, giving his clients a clear insight into where they are now and the actions they need to take to fulfil their goals. Nick places a strong emphasis on his long-term, personal relationships with his clients, often venturing out of the office to see them when possible.
Outside of work, Nick enjoys watching his two young sons play football and tries to get to Old Trafford when possible. He takes a keen interest in red wine, and when time permits can be found on the golf course.