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NW

Nichola Wilcox

Financial Planner @Quilter

Falmouth, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

May 2025 — Present

Financial Planner @Quilter

EDUCATION

N/A

Cii

CeFA, CeMAP, CF8, DipPFS

N/A

CISI

Private Client Investment Advice & Management

SKILLS

InvestmentsCredit CardsWealthFinancial RiskInvestment AdvisoryBankingInsuranceFinancial AdvisoryWealth ManagementRelationship ManagementRetirement PlanningPortfolio ManagementLoansFinancePensionsFinancial ServicesRetail BankingFinancial PlanningMortgage LendingResidential MortgagesDipspfs, Cemap, Cefa

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ABOUT NICHOLA WILCOX

Financial Adviser

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