David Nicholson
APFS
I have worked in Banking and Financial Services for over 30 years. In this time I have gained a breadth of knowledge and experience which has enabled me to help others make the most of their money and realise their financial goals. I am committed to my continual professional development and as a Chartered Financial Planner, am able to offer rounded, professional and technically sound advice.
About
After over 15 years with RBS/NatWest, I was approached by St. James's Place, who offered me a super opportunity to join their organisation – I accepted and am now Principal of an Associate Partner Practice. I believe that regular communication is key to keeping you informed of issues that may affect your financial well-being. With this in mind, I distribute a range of newsletters exclusively to my clients, including WeekWatch, a bulletin which is Emailed on a Monday and provides you with a weekly round-up of key events in global markets and economies, as well as the latest personal finance news.
At Nicholson Wealth Management we believe that planning for a secure future whether for yourself or your family is one of the most important steps you will ever take.
All potential new clients benefit from a no obligation initial consultation. This allows me to get to know you and fully understand your aims and objectives over the short, medium and longer term in a relaxed, friendly way. At the end of the initial meeting, you may not require advice immediately but I am confident that you will have benefited from the experience, and I would be delighted to help when the time is right.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
