Andrew Nicholls
DipFA, CeMAP, CeRER
Financial Adviser with True Potential
I have been a financial adviser for nearly 40 years and during that time have gained a wealth of knowledge across all areas of financial services, in response to the myriad needs of the many clients that such a career has kindly dealt me. More specifically this knowledge has been applied to the provision of advise for Pensions and Investments, Mortgages and Life Assurance, equity release and long term care, critical illness and private medical insurance...
I have found that each client has a unique set of circumstances and that building trust and listening, before dispensing advise, are the key elements to developing a relationship - whether this be transactional one (for example a Mortgage/life assurance at the start of a clients financial planning experience) or for the long term of investment and pension planning.
I am very proud of the fact that the significant majority of my clients have become friends and indeed that friends have become clients, and that I have been trusted by fellow professionals such as Solicitors and Accountants to advise their clients also.
Despite my advancing years I continue to enjoy competitive sport having recently swapped out singles Tennis for doubles Padel, and thus hopefully ensured my limbs remain serviceable for a while yet. I also enjoy fair weather cycling with a local club and regularly get put through my stretching and breathing paces by my Pilates teacher partner. I am lucky to have 2 wonderful grand daughters who are my pride and joy and whom I spend as much time with as geography and their busy parents can allow.
- DipFA - LIBF - 17/11/2017
- CeMAP - IFS - 17/10/2002
- CeRER - IFS - 11/04/2008
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Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
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