Nicholson Wealth Management | Financial Adviser

Dave has provided sound advice and guidance on matters relating to financial planning, including taxation, savings and investment, insurance and income protection. Dave has always provided helpful guidance in pensions, planning a Will and power of attorney.* Explanations and advice have been given...

Private Client| Educational Assessor, Stoke-on-Trent

*Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.

We have known David for a number of years now and he has consistently given us excellent advice on our financial portfolio. David is very reliable, efficient and trustworthy. We have no hesitation in recommending his services to others.

P & K

I have received excellent financial advice from David Nicholson over the years. He listens to your needs and offers sound professional advice based on those requirements. His manner is friendly, knowledgeable and patient. I would not hesitate in recommending his services to anyone.

David Cooke| Company Director, Stoke on Trent

We have found Dave to be a very genuine, knowledgeable gentleman who uses a humorous common sense approach which puts his clients immediately at ease. As a couple we feel that he has always had our best interests at heart and never the sale. Having said that, Dave has arranged products that will und...

Yvonne Ann Elliott| Teaching Assistant, Newcastle Under Lyme

Dave is brilliant, very knowledgable and friendly. He put us at ease, making it so much easier to make decisions concerning our pension and financial position. He was recommended to us by a friend and we would recommend him to anyone. Thanks Dave!

M Day| Assistant Practice Manager, Stoke on Trent

My wife and I are pleased to strongly recommend David Nicholson, having receive sound financial advice from him for about seven years. He sets out the options on pensions and investments candidly explaining the flaws as well as the benefits of given courses of action. We feel we can depend on David ...

H.M| Retired University Lecturer, Stoke on Trent

Having known David for a short period of time, I feel he has advised me with 3 different pensions and would have no hesitation in recommending him. Having watched my pensions drop prior to David's advice, I now feel I am in good hands.

Nigel Banks| Director, Stone

Since my introduction, some seven years ago, David Nicholson has continued to give me excellent advice on my financial portfolio. His probity, reliability, trustworthiness and organisation are without caveat and all procedures and prospects are explained clearly and cogently. I have no hesitation in...

Derek Poulson| Lecturer (Retired), Newcastle Under Lyme

The help and support given in explaining the financial products on offer in plain English has been excellent. He has shown interest in our personal circumstances and come up with a pension plan to meet our needs. He has answered all questions asked and gone the extra mile in making us feel confident...

Carole Pritchard| Civil Servant, Newcastle Under Lyme

I have several different pensions and needed David to give me an honest opinion on what I should do to maximise my investment value and minimise future tax liabilities. David's advice was easy to understand. He has an excellent level of knowledge, helping his clients make informed decisions. I highl...

Roy Johnson| Managing Director, Stoke on Trent

David became my financial adviser approximately 5 years ago through one of the banks. I was very happy to move with him when he set up his own business. He is friendly, reliable and trustworthy and has given me excellent, clear and practical advice. This has enabled me to make careful use of my i...

J.E.S.

Dave has provided sound advice and guidance on matters relating to financial planning, including taxation, savings and investment, insurance and income protection. Dave has always provided helpful guidance in pensions, planning a Will and power of attorney.* Explanations and advice have been given...

Private Client| Educational Assessor, Stoke-on-Trent

*Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.

We have known David for a number of years now and he has consistently given us excellent advice on our financial portfolio. David is very reliable, efficient and trustworthy. We have no hesitation in recommending his services to others.

P & K

I have received excellent financial advice from David Nicholson over the years. He listens to your needs and offers sound professional advice based on those requirements. His manner is friendly, knowledgeable and patient. I would not hesitate in recommending his services to anyone.

David Cooke| Company Director, Stoke on Trent

We have found Dave to be a very genuine, knowledgeable gentleman who uses a humorous common sense approach which puts his clients immediately at ease. As a couple we feel that he has always had our best interests at heart and never the sale. Having said that, Dave has arranged products that will und...

Yvonne Ann Elliott| Teaching Assistant, Newcastle Under Lyme

Dave is brilliant, very knowledgable and friendly. He put us at ease, making it so much easier to make decisions concerning our pension and financial position. He was recommended to us by a friend and we would recommend him to anyone. Thanks Dave!

M Day| Assistant Practice Manager, Stoke on Trent

My wife and I are pleased to strongly recommend David Nicholson, having receive sound financial advice from him for about seven years. He sets out the options on pensions and investments candidly explaining the flaws as well as the benefits of given courses of action. We feel we can depend on David ...

H.M| Retired University Lecturer, Stoke on Trent

Having known David for a short period of time, I feel he has advised me with 3 different pensions and would have no hesitation in recommending him. Having watched my pensions drop prior to David's advice, I now feel I am in good hands.

Nigel Banks| Director, Stone

Since my introduction, some seven years ago, David Nicholson has continued to give me excellent advice on my financial portfolio. His probity, reliability, trustworthiness and organisation are without caveat and all procedures and prospects are explained clearly and cogently. I have no hesitation in...

Derek Poulson| Lecturer (Retired), Newcastle Under Lyme

The help and support given in explaining the financial products on offer in plain English has been excellent. He has shown interest in our personal circumstances and come up with a pension plan to meet our needs. He has answered all questions asked and gone the extra mile in making us feel confident...

Carole Pritchard| Civil Servant, Newcastle Under Lyme

I have several different pensions and needed David to give me an honest opinion on what I should do to maximise my investment value and minimise future tax liabilities. David's advice was easy to understand. He has an excellent level of knowledge, helping his clients make informed decisions. I highl...

Roy Johnson| Managing Director, Stoke on Trent

David became my financial adviser approximately 5 years ago through one of the banks. I was very happy to move with him when he set up his own business. He is friendly, reliable and trustworthy and has given me excellent, clear and practical advice. This has enabled me to make careful use of my i...

J.E.S.

Dave has provided sound advice and guidance on matters relating to financial planning, including taxation, savings and investment, insurance and income protection. Dave has always provided helpful guidance in pensions, planning a Will and power of attorney.* Explanations and advice have been given...

Private Client| Educational Assessor, Stoke-on-Trent

*Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.

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