Nicholas Coles
Business Development Manager @Operii Financial Planning Llp
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WORK HISTORY
Business Development Manager @Operii Financial Planning Llp
Bristol, GB
At Operii financial Planning our passion is to develop understanding and clarity about our clients’ values, aspirations and what is important to them whether this is material, non material or both. We are financial architects using our knowledge, skill and experience to create client centred wealth planning solutions. Being a fee-only, fully independent practice enables us to deliver impartial advice without conflict of interest. People are wealthier, and the challenges they face such as increases in the cost of living, changes to interest rates, high taxes and increasing life expectancy means that their wealth needs to work much harder.Wealth planning addresses the three most critical issues of:1. Creating, growing, and preserving wealth.2. Planning for the use of wealth during life.3. Wealth transfer and control.
EDUCATION
Le Cordon Bleu College of Culinary Arts
Diploma of Education, Patisserie
ABOUT NICHOLAS COLES
RedRock deliver full life cycle support for organisational transformation and talent acquisition• We drive business change through outstanding people and project teams• We enable organisations to perform more efficiently• We create innovative workforce and technology driven solutions• We improve user experiences across private and public sectors• We transfer people, knowledge and skills to clients for lasting legaciesBetter service. Better value. Better results. Better outcomes. Better People. Better legacies.
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