We are able to give personalised advice that is solely focused on my client’s specific circumstances and requirements...
We provide affordable financial advice to clients
across the UK. We try to ensure that everything is explained in a
straightforward manner, which can be easily understood and we pride
ourselves on having an open, friendly and professional approach.
Our objective is to enable our clients to
get the most out of their assets, using the rules, tax allowances and
range of products currently available.
We are able to advise upon all aspects of general financial
planning. As part of a rounded approach to financial planning we
regularly liaise with our clients' other professional advisers;
Solicitors regarding matters such as Wills, Trusts and Estate Planning
and Accountants regarding Tax Planning matters, ensuring that we provide
a comprehensive service and achieve an outcome which best meets our
clients' needs.
Our Advisors
Richard Nash
After completing a degree in Finance at The University
of Manchester, Richard entered the Financial Services industry in 2008.
Whilst sitting his professional exams, Richard developed
his financial planning expertise working for a variety of financial
advice companies in Manchester. In early 2015, he relocated to North
Yorkshire to settle with his wife.
Overview of Qualifications
BA (Hons)
Chartered Financial Planner
Fellow of The Personal Finance Society (the highest level of industry qualification)
Professional Exams
CII AF5 - Financial planning process
CII AF4 - Investment planning
CII AF3 - Pension planning
CII AF1 - Personal tax and trust planning
CII R06 - Financial planning practice
CII J09 - Paraplanning
CII J06 - Investment principles, markets and environment
CII J05 - Pension income options
CII J02 -Trusts
CII J01 - Personal tax
CII CF6 - Mortgage advice
CII CF5 - Integrated financial planning
CII CF4 - Retirement planning
CII CF3 - Financial Protection
CII CF2 - Investment and risk
CII CF1 - UK financial services, regulation and ethics
