Nicola is a Chartered and Certified Financial Planner and Chartered Financial Analyst who has been advising individuals, business owners and trustees on their financial planning needs for over 13 years. Prior to this, she worked as an investment banker at Citigroup, was a Founding Director at one of Asia’s leading regulatory and compliance search firms and began her career at the Bank of England and Financial Conduct Authority (FCA).
Nicola focuses on providing context to her Clients’ unique financial positions and best in class advice to create a tax-efficient framework from which their family’s wealth and financial security can be effectively managed and maximised. Having been a regulator, corporate stockbroker and business owner, she brings a unique blend of commercial experience, integrity and pragmatism to Client relationships.
Outside of work, Nicola enjoys hiking and travelling with her family.