Nigel joined St. James's Place, as an Associate Partner Practice, after previously having built his own, successful IFA practice. He uses his 30+ years’ experience to help busy professionals, businesses and families to match their money with their life and business goals.
By working closely with his clients, to fully understand their financial position and opportunities, Nigel aims to help them to build their wealth and to achieve their long-term financial and work/life balance goals. As a fully qualified Financial Adviser, Nigel knows that only by offering regular financial reviews can he fully understand his clients’ needs and issues, and fully support them in achieving their goals.
Nigel ensures that the Experium practice reflects his own, strong family values and strives to promote and enjoy long-standing personal relationships with clients. By developing a personalised plan for each client, he can help to reduce financial stress, through organizing the client’s financial life and developing a plan that reflects their unique values and goals and protect what’s important to them.
Nigel is passionate about reducing or eliminating Inheritance Tax Liabilities for clients and protecting wealth which, after all, may have been created from money that has already been heavily taxed.
In addition to the bespoke and high-level personal service, he offers access to a range of carefully selected products and services from other providers to complement and enhance the range of St. James's Place products on offer. We believe the providers represent a ‘best of breed’ in their respective categories capable of delivering the high standards you would expect.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.