Nick is our Independent Financial Advisor at associated company, Kerseys Wealth Management Ltd. Having worked for Sun Life Financial of Canada for some twenty years, Nick started his own IFA firm in Ipswich in 2001 and founded KWM with us in 2009.
Nick holds the Level 4 Diploma for Financial Advisors plus Level 3 Certificates in Mortgage Advice and Long Term Care from the Institute of Financial Services, which also provides his annual Statement of Professional Standing. He is also a member of the Personal Finance Society.
KWM provides truly independent financial planning through a process that begins with a careful and considerate understanding of our clients’ circumstances and needs. We continually strive to provide the best advice, combining tried and tested solutions with the latest ideas from the whole of the market and presenting them in a clear and concise fashion so they are easily understood and recognized as being suitable and appropriate. Our aim is to deserve and maintain lasting business relationships with clients and introducers.
- Principal business areas:
- Financial planning for business owners, individuals and families including: protection; savings and investments; retirement planning
- Workplace Pensions and Director Share Protection for business owners
- Inheritance Tax and Capital Gains Tax mitigation
- Financial planning for Long Term Care
- Mortgages and Equity Release
When not working, he indulges his passion for motorbikes. He tries but (he says) mostly fails to keep reasonably fit by training for sporting challenges – two recent cycle rides raised over two thousand pounds for charity.
Tax advice that contains no investment element is not regulated by the Financial Conduct Authority.
Telephone: 01473 731 865