Profile
Nick joined Lubbock Fine Wealth Management in June 2023 and reached Chartered Financial Planner status in June 2024. Prior to joining LFWM, Nick spent 4 years at another City based firm having graduated from University College London with a degree in Modern Languages.
Nick has experience working with high-net-worth individuals and families, trusts and corporate clients on a wide range of areas including pre- and post-retirement planning, estate planning, cash flow modelling, personal and business protection, tax mitigation and tax efficient investment. Nick values meaningful long-term relationships to truly understand clients’ needs and enjoys seeing the positive impact of a bespoke financial planning strategy.
Nick’s clients include business owners and current and former professionals in the Sports and Entertainment sector.
Personal
Outside of work, Nick is a keen, albeit amateur, runner and enjoys exploring new restaurants at home and abroad as much as his budget allows! Nick speaks Spanish and Italian.