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Nichola Wilcox

Financial Planning Consultant Dip CII, CeMAP® in Helston, Cornwall

A little bit about Nichola

My passion has always been supporting people in a way that truly makes a difference. As a financial planner, I’m committed to helping individuals and families achieve their goals and feel confident about the decisions that shape their future.

Find out more about me below.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Diploma in Financial Planning

  • The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.

CISI level 6 Certificate in Private Client Investment Advice & Management

  • Private Client Investment Advice & Management enables practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.

More about me

I am a financial adviser with more than two decades of experience, supporting individuals and families feeling more confident and in control of their financial decisions. I’m committed to breaking down complex information into something clear and manageable, helping clients focus on their priorities and move towards a secure and stable future.

I believe financial planning works best when it's built on trust, transparency, and an open, collaborative relationship. My approach places you firmly at the centre of every conversation, ensuring you always feel informed, empowered, and supported. No matter what life brings, I’m here to guide you with clear, straightforward advice - so we can navigate any challenges together and keep you moving toward the future you want.

Outside of work, I love walking coast paths, spending time on the beaches, and swimming in the sea whenever I can. Family means everything to me, I’m married with two grown up children, and being with them is what keeps me centred and motivated.

The combination of my experience and my desire to really understand people influences how I work. I aim to offer dependable, thoughtful advice that leaves clients feeling heard, supported, and secure in their financial plans.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 06 March 2026.