Chartered Financial Planner
Adv DipFA, PETR, CeMAP Diploma, CeRER
Nicholas joined KDW in February 2018 as a Financial Planner, bringing over 10 years’ experience and knowledge after spending 6 years with Barclays Bank and 2 years with Quilter Financial Planners. He went on to pass further exams to attain Chartered Financial Planner status in July 2019. Nicholas provides the best possible advice to his clients, by listening to their questions, concerns and needs in order tailor a complete strategy for their financial journey.