Nigel joined Portfolio in 2011 and has over 25 years’ experience in the financial services industry, having worked for many years as a Financial Planner in South East England. Nigel holds the Diploma in Financial Planning and is a member of the Personal Finance Society and the Chartered Insurance Institute.
Nigel has clients around the Swansea area, stretching through the more rural areas of Carmarthenshire, Pembrokeshire, West Wales and throughout other areas of the UK. Nigel`s clients cover a varied cross section of different occupations and professions.
He is able to offer independent advice and guidance to individuals and companies across a wide range of financial planning areas, but specialises in private and group pensions, investments, family/business protection, IHT mitigation and estate planning.