Skip to main content
Search

Nichole Schurek

Financial Planning Consultant DipFA in Dorchester

A little bit about Nichole

A little bit about me
I have been in the financial services industry for more than 16 years.
 
What do I do?
I help my clients make well-informed decisions about their financial journeys through the various stages of their life in a friendly and professional manner.
 
Find out more about me below.

Start the conversation

Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today

An adviser’s insight

Graphic of a man relaxing on the beach next to a pile of coins

Spend wisely and save smartly

June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.

While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.

It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*

Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.

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

*Source: HMRC 

Services

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.

More about me

How do I do this?
I put my clients' interests first and get to know what they want out of life; what their financial goals are and how I 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 and getting the most suitable return?
  • What will happen to my family in the event of a catastrophe?
I understand that financial needs change, and therefore, I will always communicate with my clients in a way that is clear, fair, and not misleading. I believe it is essential to have an agreed contract strategy to allow my clients to discuss any change in circumstances or future aspirations on a regular basis.
 
My clients achieve peace of mind by taking steps to:
 
  • Ensure they're never paying too much for their mortgage
  • Protect current and future lifestyle and 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 and that their life's goals are realistic and being planned for financially.
 
When I am not working, I am a big supporter of the local triathlon club, so you'll often see me supporting my husband and close friends. I have also recently qualified as a local technical officer with British Triathlon so I also get involved in marshalling and supervising races in all weathers, cheering everybody on!

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

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 01 August 2022.