Financial Planning Consultant in Hampshire
My financial services career spans over 25 years and includes senior roles in globally renowned Wealth Management and Insurance multinationals. Being both qualified as a chartered accountant and as a financial planner, I pride myself in providing professional, holistic financial advice and building long lasting relationships with my clients.
I really delight in helping people grow and protect their wealth, and seeing them realise their individual/family aspirations and retirement dreams. With my financial expertise, combined with Quilter’s award-winning proposition and platform, your wealth will be in safe hands, giving you peace of mind over both your finances and your legacy.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and 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.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Home contents insurance, buildings insurance.
Romsey
Hampshire
United Kingdom
Nicola is located in Hampshire and offers expert financial advice to suit your needs.
My clients are at the very heart of my advice service. Together we shape a bespoke plan, personalised to their specific objectives, which evolve over time as priorities change. I make complex subjects clear and comprehensible, so informed and important decisions about one’s wealth can be made throughout life’s exciting and sometimes unpredictable journey.
Hampshire based most of my life, having also lived in London and Australia. Outside of work, my biggest lifelong passion is travel and experiencing new cultures, landscapes and cuisines. At the weekend, I enjoy socialising with friends and family, especially over meals out and dinner parties. I am a keen cook, and love trying new recipes, and also sticking to our family favourites.
Hobbies include putting my ‘gold’ rated mystery diner status to use and keeping active via walking, yoga and the gym. I also have an interest in property development, having done several refurbishments over the years, utilising the tax benefits of the limited company I set up.
As a mother of two very active tweenagers, I fully appreciate life is busy, so I am happy to offer meetings out of hours, and also face to face for those local. Please get in touch to arrange a no obligation initial appointment, whereby I will talk through your finances, objectives and next steps. I look forward to hearing from you!
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
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.
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.
