Nicola Wrightson

As a Financial Planner and Financial Coach, I am committed to delivering value, peace of mind and a great service for my clients.

I help establish exactly what kind of financial assistance you require. We then define your personal goals by building your own unique financial plan. By building trust and a long-term relationship, we work together to help you achieve your goals. Planning for your financial future is more than just looking at numbers; it is about building your financial understanding, awareness and confidence. I listen to truly understand and then communicate in a way that allows you to understand your own plan and the steps you need to achieve this...

Recognising that everyone’s personal situation is unique, I will take the time to get to know you, ask the right questions and establish what is important in your life. Whether it’s a worry-free retirement, saving to provide your own financial security, independence and peace of mind, fulfilling an ambition, or leaving a legacy to loved ones or a charity, I can work with you every step of the way.

I have over 35 years experience in the financial services profession, and each role I’ve had has helped me to build my own client focused knowledge and understanding of the financial services world. These skills allow me to provide you with an excellent experience. You will be better informed and confident that you can reach your financial goals.

In my spare time I enjoy spending time with my children and supporting them through their teenage years. Whether that be ticking off Wainwrights in the Lake District, holidaying further afield with them or taking them to music festivals and concerts, we enjoy time spent together. I like to exercise, dance, walk and read in any other downtime I have.

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