Nigel Kilborn
Financial Planning Consultant CertPFS, Cert CII (MP) in Penarth
A little bit about Nigel
Nigel has built a wealth of knowledge over 30 years in the Financial Industry which he can use to help provide the right solutions. He can help you plan for the future and achieve your aspirations, whilst protecting what you have achieved so far.
He is very passionate about providing quality advice in a professional straight forward easy to understand manner.
He has a broad knowledge of the both the Retail and Commercial Banking marketplace gained from working as an Adviser and in Regulated Services. More recently he has specialized in the Health Care Sector dealing with GPs & Medical Professionals providing solutions for sickness (Including Locum cover), Life protection, Investments and Retirement Planning.
He is passionate about providing a first-class service not only for the immediate needs of his customers but also to provide Ongoing advice and to ensure their situation is reviewed and they are kept up to date with changing legislation.
He is married to Lorraine and they have 2 children and lives in Penarth, south Wales. In his spare time, he is a keen DIYer and likes to watch sports with a keen interest in golf.
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
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.
Dental & Medical
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
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.
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.