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Nicholas Allen

Financial Planner, ACSI in Kent

A little bit about Nicholas

I am a financial planner who specialises in providing tailored protection, retirement planning, savings and investments for all of my clients. Previously, I have spent a lot of time abroad, coaching the next generation of cricket stars and also running a successful restaurant abroad. I live in Folkestone but also have strong links with France and thus take a great interest in those wishing to become expats in the future.

Find out more about me below.

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Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
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If it’s time for financial advice, I can help you

Graphic of elderly couple passing wealth to their relatives

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.

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.

Diploma in Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

I am a qualified financial planner and member of the Chartered Institute for Securities and Investment. I also hold a Law degree.

Outside of work, I remain active by playing cricket weekly for my local club and whenever time permits, visiting my father in France and helping him with the running and continued growth of our campsite – call it my own retirement planning! I have an outdoor passion to be more sustainable. Thus, in the next year, in addition to already having chickens and a vegetable garden, I will be expanding my efforts by cultivating mushrooms and having bees. I also love to read (constantly updating my Goodreads), and regularly going to the theatre - in spite of possessing zero artistic talent myself.

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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 23 June 2025.