Financial Planning Director
Nick has over 31 years’ experience in the industry, having joined Clerical Medical as a Senior Sales Consultant in 1985. More recently, Nick worked as a Financial Planning Director at Ashcourt Rowan, before joining WK Financial Planning in 2016.
As a Chartered Financial Planner, Nick advises a wide range of clients with a particular focus on retirement and inheritance tax planning. By getting to understand a client’s objectives and working with them over time, Nick can develop and refine a strategy that helps them to achieve their financial and personal goals.×
Carlton is a Chartered Banker with 30 years’ experience in financial services. Carlton’s early career was spent working for insurance companies where he gained experience in product design, marketing and sales. In 2003 he was invited to became an owner of IFS Group a firm of independent financial advisers which was sold to a large national firm listed on the London Stock Exchange in 2008.
Carlton aims to deliver a service with genuine understanding and offers financial planning solutions that are tailored to clients’ individual needs and requirements delivered in an easy to understand manner.×
Colin has over 25 years’ experience in the Financial Services Industry. This includes 13 years working in two large regional law firms where he was instrumental in setting up their in-house financial services departments. His client base covers the retirement and financial planning needs of corporate and private clients drawn from a diverse range of industries including farming, law and owner managed businesses. Colin has particular specialism in self-administered pensions, holistic financial planning and inheritance tax mitigation.
In his spare time Colin enjoys golf, shooting and walking with his dogs.×
Ian started his career in financial services in 2006 as a trainee planner working across all areas of the business. Ian is now a Chartered Financial Planner combining over 9 years of industry experience with a high level of technical expertise to provide tailored financial planning advice to both individuals and small businesses throughout the UK.
Ian is qualified as a Pension Transfer Specialist providing advanced pension planning solutions to private clients. He also has experience in the Defined Benefit pension market helping Employers and Trustees implement medium to long-term strategies to mitigate scheme liabilities.×
Colin’s career started back in 1986 in the Banking sector with NatWest, where he developed an interest in the Financial Services industry, initially as a mortgage adviser in 1993 then became a qualified Independent Financial Adviser in 1996.
Colin has gained valuable experience in the life, pension and investment markets during the last 20 years, working with professional connections and developing relationships with their individual and corporate clients.×
Steve has over 17 years experience in Financial Services and has been advising clients for over 13 years. During those years he has worked within a firm of accountants, for a large high street bank and also a major UK insurance company.
Steve provides advice mainly to private clients but also works closely with corporate clients and runs financial education workshops to employees on a range of topics.×
Simon has over 24 years of experience working in financial services and has previously worked for Lloyds Private Banking, Prudential Private Financial Planning and Natwest Financial Services. His experience working within these organisations has provided the opportunity to work closely with private clients and corporate entities to assist them with their own wealth management and financial planning needs.
Simon attained Chartered Financial Planner status in 2013 and joined WK Financial Planning in June 2015.×
WK Financial Planning Limited is an Appointed Representative of Fidelius Ltd. Fidelius Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA reference number is 525955.
WK Financial Planning Limited registered office is: Bridge House, London Bridge, London SE1 9QR Company registration number is 07146887 ENGLAND
The FCA does not regulate tax advice.
The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK