Nikki

ABOUT ME

I have previously been with a St. James’s Place Partner firm working as a Paraplanner since 2011.

This has provided me with a good working knowledge of St. James’s Place systems and procedures.

Prior to this, I was a Paraplanner with an independent Financial Adviser and I have over 21 years’ experience within the financial services industry.

I have recently attained Chartered status with the Chartered Insurance Institute (CII).

I am able to undertake a range of reports and calculations for pension, Investments, Inheritance tax, and protection for Corporate and Personal clients.

In my spare time, I enjoy travelling around the country in my caravan with my husband Chris, young daughter Lailah and my three black Labradors, Loca and Maia and Nala.

I also enjoy walking and reading and have a passion for cooking up a storm in the kitchen when I get some free time.

Contact Number: 01706 619562