Nico joined our team in September 2022 and has recently transitioned through the St. James's Place Financial Adviser Academy meaning he is now qualified as a Financial Planner here at Pearson Financial Wellbeing.
Nico is looking forward to connecting with new and existing clients to help people on their path towards financial wellbeing.
I have worked within Wealth Management for four years, in both Support and Paraplanning roles. During this time, I helped advisers put suitable solutions in place to help clients achieve their goals and long-term objectives. I completed my Level 4 Diploma in Regulated Financial Planning (DipPFS) and achieved a Distinction in my Level 4 Financial Planning apprenticeship. I’m passionate about showing that financial advice is accessible to everyone. Regardless of how near or far you feel from your goals, there is always a suitable path we can build together.
I work with ambitious young professionals who are earning well but don't always have the guidance or support to know what they should be doing with their money. I help them understand their options and build a financial plan that's genuinely tailored to their goals, circumstances and the life they want to create.
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.