Nicholls Stevens Financial Services care for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service it gives regardless of the client's wealth. Congratulations to Carole and the team for being recognised in the list.
We have established a webpage providing updates on the office during lockdown, as well as providing links to a variety of newsletters for employers, schemes and individuals We are also running a monthly newsletter where we are undertaking an Investment Horse Race and. I meet clients from time to time who use the expression 'I have a blank about money' and to some this.
We have established a webpage providing updates on the office during lockdown, as well as providing links to a variety of newsletters for employers, schemes and individuals We are also running a monthly newsletter where we are undertaking an Investment Horse Race and. I meet clients from time to time who use the expression 'I have a blank about money' and to some this.
Services
Nicholls Stevens cares for the financial needs of their clients both individual and corporate by applying the highest level of skill and expertise to the advice and service we give regardless of the client's wealth. Most new clients are referred to us by personal recommendation from existing clients or professional firms.
As a result of preparing a financial plan for our clients there may be a need for a product but this is not the aim of the service. If you are a young person, you will need to learn how to manage your money, not build up too much debt, and at the same time save for times when you may not be able to work through - say redundancy or illness.
Recent publicity has made the public sceptical about the whole concept of Pensions. However, it is vital that everyone, whatever their age puts together a financial plan to ensure that they will have sufficient capital and income to support themselves in later life - let us call this retirement planning.
It is difficult, especially in the current economic climate, for people to save because of their day to day needs - high mortgage payments, student debt, cost of children and higher education. However, it is a good discipline to try to save even a small percentage of your earnings. First you need to sit down and work out what income is coming into the house and how much you are spending.
At Nicholls Stevens we will never recommend an investment in isolation. We will need to find out about you, your needs, your attitude to risk and in virtually all cases we will recommend a portfolio of investments, even for someone with only a small amount of capital to invest. The asset allocation will depend on your attitude to risk and the timescale over which you were investing.
Reviews
Be the first to review Nicholls Stevens Financial Services.
Write a Review
