Having over 25 years’ experience as a Financial Adviser Nick is one of our original advisers. He has over the past 5 years built up a loyal client base and has helped others within the business to ‘save clients’. Nick now runs the Stockton Heath office and is a shareholder in the business. He is a keen family man and in his spare time enjoys Road Cycling having ridden in many events up to 100 miles for charity. Nick believes that by putting his clients in an informed position and challenging misconceptions they are empowered to make the right financial decisions.
New to the financial sector, with 95% of her working life spent in the construction sector working for companies in Manchester, London and Swindon. As well as working as a team secretary for these companies, Karen has spent 6 years working for a construction consultancy in Sale as their Bid Administrator, responsible for the preparation and issue of the company’s tender submissions.
Karen is married to Gary with 3 grown up, sports-mad sons, meaning she has had little choice but to develop an interest in watching sport, whether it be stood on a touchline or basketball court or watching TV! Karen loves to spend time with her family, preferably on a beach somewhere, with a pile of books to keep her occupied.