With over 25 years’ in senior advisory and management roles in financial planning, Nick’s experience spans five major bank and building society advice models.
In his current role as Head of Advice for Wealth Wizards, Nick leads the governance and oversight of financial guidance and advice, under Wealth Wizards’ own advice permissions on our white label solution with our partner wealth firms. Nick is also focused on developing advice expertise within the business to ensure our policies and propositions drive engagement, and informed choice for the financial wellbeing of our partners and their clients.
Nick is a Chartered Fellow of The London Institute of Banking & Finance & Investment Expert with IMC.
