Nick Porter

Nick Porter2019-07-22T15:24:08+00:00

Project Description

FPFS, Chartered Financial Planner
Areas Covered: Wigan, Widnes, Warrington, St Helens, Leigh & Greater Manchester

Nick aims to provide the very best financial advice to a wide variety of clients, with a focus on developing a long term relationship built on confidence and trust.

Nick is proud to be a Chartered Financial Planner, which is the most widely accepted gold standard qualification available for professional Financial Planners and Advisers in the United Kingdom. He has also been recognised as a Fellow of the Personal Finance Society. Fellowship illustrates his commitment to being at the forefront of the profession, and is an accolade that only approximately 4% of Financial Advisers in the UK share.

Whilst Nick is able to work with any clients, he believes he adds real benefit to young professionals and business owners who value his dedication, and ability to provide advice tailored to their particular needs. This is achieved by creating a plan that fits with their life now, but is able to grow and develop as their personal and professional life changes over time.

With a Law degree and Post Graduate Diploma in Legal Practice, Nick also enjoys working with Solicitors and Trustees, helping them navigate the complex world of Trusts by providing support and guidance through his unique set of qualifications. Nick is able to help satisfy a Trustee’s responsibility to invest in a suitable manner and ensure any investment remains appropriate through regular reviews.

Nick provides his clients with a good understanding of their financial affairs and offers bespoke financial advice specific to their individual circumstances. Core to this approach is regular face to face reviews, to ensure that the client’s financial plan continues to fit with their changing needs and objectives.

Nick lives near Wigan and is married to Kate. In his free time he enjoys walking his cocker spaniel, Mabel, playing various sports and is a keen reader.

For Advice On:

Corporate Financial Planning
Investments
Retirement Planning/Options
Protecting Income
Estate Planning
Inheritance Tax Planning
Trusts
Life Assurance
Care Fees Planning
Taxation Planning

Qualifications:

Advanced Diploma in Financial Planning
Diploma in Regulated Financial Planning
Diploma in Financial Planning
Certificate in Equity Release
Certificate in Discretionary Investment Management
Certificate in Securities Advice & Dealing
Certificate in Financial Services (General Route)
Certificate in Mortgage Advice
Certificate in Life & Pensions
Award in Long Term Care Insurance

AF1 – Personal Tax and Trust Planning
AF3 – Pension Planning
AF5 – Financial Planning Process

CF1 – UK Financial Services, Regulation and Ethics
CF6 – Certificate in Mortgage Advice
CF8 – Long Term Care Insurance

ER1 – Equity Release

J10 – Discretionary Investment Management
J12 – Securities Advice and Dealing

LP2 – Financial Services Products and Solutions

R01 – Regulation and Ethics
R02 – Investment Principles
R03 – Personal Taxation
R04 – Pensions and Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Process

Nick Porter
Nick PorterChartered Financial Planner
Office: 01257 260011

Mobile: 07961 118727

Read More