Nick Cotter
Co-Founder & APFS Chartered Independent Financial Adviser
Nick's details
Qualifications
Accreditations
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Chartered Financial Planner
Chartered status is awarded to those planners that have demonstrated a commitment to rigorous professional standards. It is considered the gold standard accreditation in financial planning.
Choosing a Chartered financial planner means you can be confident that you are dealing with one of the UK’s leading financial planners and someone who is wholly committed to providing you with the highest levels of advice, service and support.
About Nick
I have worked in financial advice since 2012. My role involves advising individuals on all aspects of their financial planning, from cashflow analysis, to tax planning and pensions advice.
Day to day, I spend my time meeting with clients, getting to know them and understanding their goals, concerns and challenges.
Over the years, I have built up particular expertise advising people who work in the talent and creative sectors in addition to pharmaceutical and financial services executives.
The part of my job I enjoy the most...
Knowing that the advice I have given has made a positive difference.
When I'm not at work, you'll find me...
Playing and watching football, going to see live music and stand-up comedy, eating out and playing online chess.
Important information
Firms and individuals must be authorised by the Financial Conduct Authority (FCA) to carry out regulated financial service activities. Our FCA number is 960483. You can see our details of our FCA registration here.
All financial advisers and planners in the UK must meet certain professional standards and requirements set out by the FCA. One of these requirements is to hold a Statement of Professional Standing (SPS).
You can view my SPS here.
