Nicola's Qualifications

  • DipPFS

Nicola Williams

Senior Financial Planner

I’ve been working in financial services for more than 42 years, gaining a wide range of knowledge and experience in this time.

On a day-to-day basis, my main duties include advising clients on their investments and pension agreements. This also happens to be my area of expertise.

The important stuff


Get to know Nicola

What do you enjoy most about your job?

Speaking to my clients and managing their finances.
What’s your idea of a perfect weekend?

On a cruise ship, sampling food and drink from different countries.
Where in the world can you not wait to get back to again?

The Mediterranean.
Where in the world have you never been but hope to get to visit one day?

Venice.
What’s the most important thing you’ve learned doing your job?

To listen.
What three things are guaranteed to put a smile on your face?

Sangria. Sunday roast. An ocean view.
Tell us something people may be surprised to learn about you.

I’m a dab hand with a hammer drill.

Get in touch


Contact us below to join us for tea and biscuits with one of our friendly financial planners