“Sometimes our new clients don’t know much about financial planning so it is rewarding to tell them how it can improve their lives. Our job is about money, but it is also more about people and relationships.”
- Locations
- London, City
Nicola is a Financial Planner in the Brewin Dolphin London office. She creates bespoke financial plans for a range of high-net-worth clients including private individuals, families and business owners.
She takes into account their current circumstances and identifies areas of need such as financial protection, life & retirement planning, business exits and investment management. She has particular expertise in pension planning, inheritance tax, gifting and business relief products.