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Nichole Schurek

Financial Planning Consultant DipFA in Dorchester

A little bit about Nichole

Nicky has been in the Financial services Industry now for over 16 years.

What does she do?

She helps her clients make well informed decisions about their financial journeys through the various stages of their life in a friendly & professional manner.

How does she do this?

She puts her clients’ interests first and gets to know what they want out of life; what their financial goals are and how she can help realise them.

Typical things that clients need to consider:

• When can I afford to stop working?
• Can I afford to buy my own home?
• Can I help my children buy their first home?
• Can we do anything about our potential inheritance tax bill?
• Are my savings safe & getting the most suitable return?
• What will happen to my family in the event of a catastrophe?

Nicky understands that financial needs change, and therefore will always communicate to her customers in a way that is clear, fair & not misleading as she believes it is essential to have an agreed contract strategy to allow her clients to discuss any change in circumstance of future aspirations on a regular basis.

Nicky’s clients achieve peace of mind by taking steps to:

• Make sure they’re never paying too much for their mortgage
• Protect current & future lifestyle & Maximise opportunities to accumulate and preserve wealth
• Enjoy the fruits of their investments when the time comes

“I find it hugely rewarding when my clients can go about their daily lives knowing that they are well protected & that their life's goals are realistic and being planned for financially.”

When Nicky is not working she is a big supporter of the local triathlon club, so you'll see her supporting her husband & close friends. She has also recently qualified as a local technical officer with British triathlon. You will often see her marshalling and supervising races in all weathers cheering everybody on!

Start the conversation

There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

Graphic of people studying charts

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

Holistic planning

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

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.

Income Protection

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

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

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 01 August 2022.