Nick Birtle
Financial Planning Consultant @Armstrong Watson
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WORK HISTORY
Financial Planning Consultant @Armstrong Watson
Penrith, GB
Independent Financial Advisor (IFA) providing regulated financial advice in and around Cumbria.My ambition is to help local businesses and families achieve their desired lifestyles and prepare for whatever the future may bring. Small changes, efficient tax strategy and a robust plan can have a huge impact on the quality of both our present and future livelihoods. I previously trained as a Chartered Accountant (ACA) within KPMG\'s Manchester Deal Advisory team and worked in Transaction Services (M&A) and Restructuring for 6 years. My experience is predominantly in sale of business, cash flow forecasting and Independent Business Reviews (IBRs). If you have any queries in relation to the strategy of your business, tax and exit planning, investing or retirement planning, I\'d be happy to have a conversation.
EDUCATION
Chartered Insurance Institute
(Level 4) Diploma in Regulated Financial Planning, Financial Planning and Services, First time passes
ICAEW
ACA Chartered Accountant, Accounting and Finance, First time passes and award winner in Strategic Business Management (SBM)
Imperial College London
Bachelor of Science (BSc), Geophysics, First Class (73%)
ABOUT NICK BIRTLE
Independent Financial Advisor (DipPFS) and Chartered Accountant (ACA) providing regulated financial advice in and around Cumbria. My ambition is to help local businesses and families achieve their desired lifestyles and prepare for whatever the future may bring. Small changes, efficient tax strategy and a robust plan can have a huge impact on the quality of both our present and future livelihoods. I previously trained as a Chartered Accountant (ACA) within KPMG\'s Manchester Deal Advisory team and worked in Transaction Services (M&A) and Restructuring for 6 years. My experience is predominantly in sale of business, cash flow forecasting and Independent Business Reviews (IBRs). If you have any queries in relation to the strategy of your business, tax and exit planning, investing or retirement planning, I\'d be happy to have a conversation. Dip PFS Certified Financial Advisor - Chartered Insurance Institute (CII)- First time passes ACA Chartered Accountant - Institute of Chartered Accountants in England and Wales (ICAEW)- First time passes - Strategic Business Management Prize Winner Imperial College London - Geophysics BSc - First Class Honours Golf, CrossFit and outdoor enthusiast
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