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Nick Broom

Financial Adviser, DipFA in Lincoln

A little bit about Nick

I'm a dedicated financial advisor passionate about helping clients build and protect their wealth. With expertise in investment strategies, retirement planning, and risk management, I create personalised financial solutions tailored to you're goals.

Whether you're planning for the future or dealing with complex financial decisions, I provide clear guidance to ensure long-term success. My goal is to give you knowledge and confidence so you can make informed choices about your financial future.

Find out more about me below.

Start the conversation

Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

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.

General Insurance

Home contents insurance, buildings insurance.

Diploma for Financial Advisers

  • The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.

Nick's location

Lincoln
Lincolnshire
LN4
United Kingdom

Nick is located in Lincoln and offers expert financial advice to suit your needs.

I understand that life is full of surprises, and financial planning should be as unique as you are. That’s why I take the time to truly listen, get to know your aspirations, and create a partnership built on trust and transparency. My passion lies in helping people feel secure, confident, and empowered when it comes to their financial future.

My approach goes beyond just numbers - it’s about giving you the clarity and peace of mind to navigate life's twists and turns. Whether you’re planning for exciting milestones or preparing for the unexpected, I’m here to guide you every step of the way. Financial decisions don’t have to be daunting - I simplify the process, offer personalised strategies, and ensure you always feel supported.

I live in Lincoln with my partner, and when I’m not helping people build a strong financial future, you’ll find me outdoors, embracing adventure. Whether I’m out on the golf course (with mixed results!), tearing down trails on my mountain bike, or carving through fresh snow on my snowboard, I thrive on the thrill of nature and movement. I bring that same enthusiasm and energy into my work - helping you navigate your financial journey with confidence and excitement. No matter where you are in your journey, I’m committed to helping you make informed choices that align with your dreams and values.

Let’s work together to build a strong, secure financial future that gives you the freedom to live life on your terms.

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.