Advising clients since: 2000
Qualifications: Chartered Institute for Securities & Investment: Private Client Investment Advice & Management; CFA Society: Investment Management Certificate; Exeter University: LLB (Hons) Law
Areas of expertise: Investment
Nick focuses on the investment management and tax efficient construction of private client portfolios. He is a member of the Westminster Investment Committee and also assists in the running and management of the Westminster core portfolios on behalf of the firm's two senior partners.
Nick prides himself on the close relationship he establishes with clients and his ability to provide a long-term and comprehensive approach to the management of complex financial portfolios.