Name: Nick Trudgill
Senior Financial Planning Consultant
- Inheritance Tax Planning
- Long Term Care Planning
- Personal Financial Planning
- Personal Protection
- Residential Mortgages
- Retirement Planning
- Trust Review Services
Phone: 01530 267150
I have been working as a Financial Adviser since 1996.
I started off as a specialist in mortgages although this has broadened and I now give advice over a wide range of areas in the investment and pension world.
Over the years I have established a loyal client base who appreciate the quality financial advice I give and an ongoing excellent personal service.
My clients are spread throughout the Midlands and initial consultations are without obligation, the cost being borne by the company.
What our clients say:
“Nick was clear in his information, explaining detail when it was required, professional in his presentation whilst maintaining a personal and friendly demeanour. I would have no hesitation in recommending your firm to friends and family.”
Mr & Mrs Crewe
“Nick was extremely quick to respond to any query I had and very clear in his explanations.”
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Tax planning is not regulated by the Financial Conduct Authority.
Book an initial FREE Consultation
It's time to make your money work, get in touch today for help & advice