Alex Nicklin
Financial Planner - Partner @Brunel Wealth
Bristol, GB
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Nov 2019 — Present
Financial Planner - Partner @Brunel Wealth
View department →
An independent Financial Planning firm providing a comprehensive and engaging alternative to the norm.We believe in taking the time to establish what our clients care about, understanding their real objectives; then build, implement and regularly review that plan, providing empowerment to make informed decisions and achieve peace of mind.
SKILLS
TrustsMulti-Generational Wealth TransferHigh Net Worth IndividualsVctFinancial ServicesIncome ProtectionRetirementShareholder ProtectionStrategic Financial PlanningPensionsSippPersonal PensionsBusiness ProtectionWealth Management ServicesWealth Accumulation StrategiesInheritance Tax PlanningWealthAsset ManagementInvestment ManagementFinancial AdvisoryWealth Preservation PlanningWealth ManagementHolistic Financial PlanningRetirement PlanningAsset AllocationUnit TrustsOeicEisInvestmentsCashflow AnalysisWealth AccumulationProtectionFinancial PlanningInvestment StrategiesExecutive Financial ManagementLife InsuranceInvestment AdvisoryEstate PlanningIhtPortfolio Management
ABOUT ALEX NICKLIN
Specialising in Investments and pensions, I work with individuals and companies to ensure…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.