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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

Speak to me if you want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
Contact me today

An adviser’s insight

Graphic of people stood in front of phones showing the CashHub

Aim to maximise your cash savings

It might shock you to know that 28% of people hold their cash in interest-free savings accounts(1), receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.

This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit(2). So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.

If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.

1 Building Societies Association Sept 2024
2 The Lang Cat: Cash as an asset class survey June 2024

Cash on deposit advice is not regulated by the Financial Conduct Authority.

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!

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.